A statement is a summary of the invoices issued to and payments made by a client over a period of time. It provides a simple overview of the total amounts owed, and should be issued to every client on a regular basis.
Knack allows you to download a pdf statement or issue scheduled statements to any client in the system.
A statement includes;
You can download a statement for a client at any time by either;
You can schedule a statement to automatically be sent to a client on a regular basis. To do this, either;
You will be required to choose;
The statement will be automatically sent.
Automation is a PRO feature - you will not be able to schedule statements on a Forever Free account.
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