How to Send Statement Client Requested
K-B

Khollen - BraveSecurity.com.au

Created Sep 04, 2023

How to Send Statement Client Requested

11
    t

Brave Security

28 Steps

Go to Simpro

1

Search the client who requested for statement

Search the client who requested for statement
2

Click on "Search"

Click on "Search"
3

Click on the correct client you want to send the statement to

Click on the correct client you want to send the statement to
4

Click on History

Click on History
5

Click on Invoices

Click on Invoices
6

You can see all the invoices

You can see all the invoices
7

Click on Options

Click on Options
8

Click on View Statement

Click on View Statement
9

You will get redirected to the Statement page

You will get redirected to the Statement page
10

Tick All Invoices

Tick All Invoices
11

Select the Start Date the client requested

Select the Start Date the client requested
12

Select the month

Select the month
13

Select the year

Select the year
14

Click on 1

Click on 1
15

Select the end date

Select the end date
16

Click on the end date

Click on the end date
17

Click on SEARCH

Click on SEARCH
18

It will show all the invoices within the dates selected

It will show all the invoices within the dates selected
19

Click on Forms

Click on Forms
20

You will get redirected to Forms tab

You will get redirected to Forms tab
21

Make sure "Statement" on the form type

Make sure "Statement" on the form type
22

Click on VIEW to review the Statement before sending. Statement will appear in the new tab. Review the statement.

Click on VIEW to review the Statement before sending. Statement will appear in the new tab. Review the statement.
23

After reviewing, update the script depending on how the client requested the statement.

After reviewing, update the script depending on how the client requested the statement.
24

Click on SEND

Click on  SEND
25

Click on OK

Click on OK
26

Click on OK

Click on OK
27

Click on FINISH

Click on FINISH
28

Click on SAVE AND FINISH

Click on SAVE AND FINISH
Well done!
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