Creating a Custom Statement

This article will show you how to create a custom client statement.  Custom statements can be generated within a user-defined date range, and they are not saved (only monthly statements are saved).

For more information on how to create monthly client statements, see the Billing Tutorial.

1) Billing > Statements

2)Actions gear > Create Custom Statement

3) Select date range, method and print/email

Note*: Custom statements are not saved on 3Shape LMS. You will either have to print or save the PDF to your computer.