Billing statements
A billing statement is a reconciliation sheet between you and the customer. You enter the customer’s figures, compare them with yours, settle the differences, and only then issue the invoice.
When to use
Use it for customers who dispute or verify hours and items before paying, or when your policy requires agreement first.
Before you start
| Item | Detail |
|---|---|
| Screen | A statement opens from the Billing screen (/service-management/billing) |
| Permission | Billing access in Service Management; attachments also need document read access |
service.billing_statement_required | Requires a statement before an invoice can be issued |
Reconcile and invoice
Create the statement
From the billing queue, create a statement and add the billable lines.
Enter the customer’s figures
Import or type the customer’s numbers and run reconciliation. Each difference is listed.
Resolve differences
Resolve every difference, then finalize the statement. If you must change it afterwards, reopen it.
Send, confirm and invoice
Send the statement, record the customer’s confirmation with a signed record attached, then issue the invoice.
Statuses
| Step | Meaning |
|---|---|
| Draft | Lines and customer figures being prepared |
| Finalized | Differences settled, ready to send |
| Sent | Delivered to the customer |
| Confirmed | Customer agreed |
| Invoiced | Invoice issued from the statement |
Tips & common mistakes
- Resolve all differences before finalizing; unresolved ones block progress.
- Attach the customer’s confirmation so the invoice has evidence behind it.
- Cancel a statement only if no invoice has been issued from it.