When needing to bill a customer or account multiple invoices at once, a common means to do so is creating a statement. Towbook offers two spaces to do this; from the main Accounts page or at the individual account level. Each of these will create a statement for a specific account from where you can email or print it out. Only unpaid invoices will be available to be added to a statement. These statements will also show as an option under the account “Record Payment” page for when the account sends you payment.

Customize Your Statements

Here, you can adjust what shows (or doesn’t show) on your statements.

Accounts Page

From here, you can click on Prepare & Send Statements.

You can select the accounts that you need to a statement for, and create it (note this is going to pull all unpaid invoices into the statement for the selected account). You have the ability to tweak this with the date fields shown below:

Account Page (individual account)

On this page, you are creating a statement solely for this account and have the added flexibility of hand-selecting which invoices you want included on it.

Clicking on Generate Statement will open a page where you can make the selections:

Once done, select Create Statement!

Please let our Support team know if you have any questions on the best practices when it comes to creating statements!