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Generating and sending a statement in Bookem

Bookem makes generating and sending statements simple.

Here's how

  • Go to Clients and select and open your client's profile

  • Navigate to the 'Account' tab

NOTE: You can only create a statement once an invoice has been finalised

  • Click on 'Statements'

  • Select the statement range: 30, 60, 90 or 180, or enter your custom date range

  • You will be prompted to either download or send the statement. 'Send' will send the statement link via SMS or email and 'Download' will save the statement as a PDF to your device.

Clicking on the invoice within the statement will open the original invoice, which contains all the line items billed for

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