Customizing statements
A statement is a record of invoices and payments. Billings comes with several styles for statements, which you can customize to varying degrees to suit your needs. Most of the built-in styles have options that you can change when you create a statement including:
- Font
- Header text
- Display of statement number
- Display of retainer balance
- Display of method of payment
- Display of invoice balance
- Display of overall balance
- Currency format
To customize a statement
- Select a client.
- Choose Client > Send Statement.
- In the Statement window, you can do the following:
- Select a style for the statement from the style gallery.
- Click Preview to see how the statement looks like.
- To further customize the statement, click Options. Select the settings for customizing the statement. Click OK.
- When you are ready to send the statement, click Create.
If you wish to further customize your statements, you can use the Report Designer to create a new template based on a built-in style. Choose Design > New Statement and use an existing statement layout as a basis for your new design.
Using the Report Designer to customize statements and designing them from scratch, is a technically complex process that requires some familiarity with software development. You can find out more about building templates for Billings by visiting the Billings support website.