# 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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.whautomate.com/product-guides/invoice-and-payment-links/invoice-statements.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.