The Statement Report gives you a clean, branded account statement for a job. It reflects the customer's total balance due on the job and lists every invoice and payment to date, so you can share a clear running account with your customer in one document.

From the job, select the Billing tab

In the Billing Details card, click Statement Report. Lever360 generates the statement and opens it in a preview window.

From the preview, you have two options:

● Email — use the email icon to send the statement to your customer.

● Save to Job Documents — store a copy on the job's Documents tab for future reference.

The statement pulls together the job's full billing history:

● Balance Due to Date — reflects the total balance the customer owes on the job.

● Invoices and payments to date — every invoice and payment, listed in date order with a running balance.

● Branded header — your company details, along with the job number and customer information.

Looking to learn more? Check out these related guides:

● Create Estimates / Revenues in Lever360

● Customizing Your Estimates and Invoices

💡 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: docs.lever360.com/en