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Billing

Create a billing statement

Create a statement for a client with an accounts receivable balance. Select
Time & Billing
Billing
Statements
 tab to view a list of all clients with accounts receivable balances. You can exclude from the list clients with invoices in your selected date range. If you want to use a statement format other than the client's default format, select it from the
Format Override
 field.

Preview

Select the
Open in New Tab
 button next to a client's name to preview their statement. From the preview, you can perform the following actions.
  • Download the statement.
  • Zoom the view in or out, or view the statement at full screen.
  • Rotate the statement within the viewer.
  • Print the statement.

Send

Choose 1 statement by selecting the
Send
 button next to it, or select multiple statements by marking the checkbox next to each one and selecting
Send
 in the toolbar. In the
Create Statements
 panel, choose the file type (PDF, XLS, or RTF), select the default delivery method, and select one of the following destinations:
  • Download to my computer
  • Send to Documents
  • Send to Documents and email a statement link to the client
    note
    Onvio sends a link to the email address of the client's billing contact or primary contact (if there isn't a billing contact). This link expires after 2 weeks.
  • Send to Documents and automatically open it there

Export

Select the
Export
 button in the toolbar to export the contents of the
Statements
 screen to a Microsoft Excel (XLS) file.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff