> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/invoice-and-payment-links/invoice-statements.md).

# Invoice Statements

**Step 1:** Go to the **Whautomate app,** Select the **"Finance"** menu option, and Click the **"Statements"** menu option in the Templates section to continue. 👇

<figure><img src="/files/texMDjjf55Wti3hdKtrx" alt=""><figcaption></figcaption></figure>

**Step 2:** Select the **+ Add New Statement** button.

<figure><img src="/files/GGmCL0d3MUSRmVSNfdPz" alt=""><figcaption></figcaption></figure>

**Step 3:** On this page, search and select the client for whom you want to create an invoice statement. Then, choose the Statement Date, Statement Start and End Date, and click the **"Preview Statement"** button to generate the statement.

<figure><img src="/files/ps9BeH11tZqP3ys8aqLU" alt=""><figcaption></figcaption></figure>

**Step 4:** After generating the statement, you have three options to save it:

1. Click the **Save** option to store the statement.
2. Click the **Save and Send** option to send the statement via WhatsApp, Email, and SMS.
3. Click the **Save and Print** option to print the statement.

<figure><img src="/files/oqRIoc3rUDhNwzoo50UM" alt=""><figcaption></figcaption></figure>