Overview:
Opening and closing statements can be applied to both estimates and invoices in Lever360. These statements help personalize your documents with intros, payment terms, disclaimers, or any key messages you want to convey.
You can select, customize, or create new statements directly from the Job or within Company Settings.
Video Overview:
Watch this quick video for a walkthrough on how to apply, edit, and manage opening and closing statements in Lever360.
Where to Apply Statements on the JOB
Revenue/Estimates:
Job Details > Go to the Billing tab and select a Revenue/Estimate.
At the top right, you’ll see fields for Opening and Closing Statements.
Click Edit to choose an existing statement or write a custom one just for that estimate or invoice.
Opening statements appear at the top of the estimate; closing statements appear at the bottom.
Invoices:
Open the Invoice Detail linked to a revenue item.
In the bottom-right corner, you can select or edit the Closing Statement.
Create or Manage Statements
To manage your saved statements:
Go to Settings > Company Settings > Estimate Statements
You’ll see a list of saved statements with type: Opening or Closing
You can:
Edit an existing statement
Add New Statement with:
Name – appears in the dropdown list
Type – Opening or Closing
Description – the full text used in the estimate or invoice
💡 Tip: You can copy and paste content from existing documents or tools you use. This is especially helpful for payment terms, disclaimers, or branded messaging.
⚠️ Important Note: Only Closing type statements are available for use on invoices. Opening statements do not apply to invoices.
Support
💡 Need help? Contact support or reach out through Lever360’s help resources.
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900 x 2
📚 More Guides: https://docs.lever360.com/en/