> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to send Live Invoice Statements to clients

> Learn how to send Live Invoice Statements to clients in ServiceM8.

<iframe src="https://fast.wistia.net/embed/iframe/lpndsdz94e?seo=false&videoFoam=true" width="100%" height="400" frameBorder="0" allowFullScreen />

Automatically send a live statement to your customers every week, two weeks, or at the start of the month using the Live Statements automation.

## First, turn on the Live Statements automation

Ensure you've activated the Automations Add-on in Settings > ServiceM8 Add-ons. Then go to Settings > Automation, and enable Live Statements.

## Set the frequency at which you would like statements to be sent

<img src="https://mintcdn.com/servicem8/bkQzBaTHBXbknZEh/images/003-850-348-6b270713-aff9-495f-90b3-4dfd2669b1aa.png?fit=max&auto=format&n=bkQzBaTHBXbknZEh&q=85&s=d875ba5e866a1930b025ce80e512751f" alt="" width="822" height="212" data-path="images/003-850-348-6b270713-aff9-495f-90b3-4dfd2669b1aa.png" />

## Configure your email template

<img src="https://mintcdn.com/servicem8/bkQzBaTHBXbknZEh/images/003-850-350-1cba92f5-2da7-4197-9c68-d7fe6d05cca2.png?fit=max&auto=format&n=bkQzBaTHBXbknZEh&q=85&s=263f0bad2b5f15846248eddb6a1303c9" alt="" width="813" height="415" data-path="images/003-850-350-1cba92f5-2da7-4197-9c68-d7fe6d05cca2.png" />

Once the Live Statements automation is enabled, statements will be sent to the customers for which you enable the "Send Live Statements" option.

## To activate Live Statements for a client, open their Client card. In the Billing Details tab, tick "Send Live Statements"

<img src="https://mintcdn.com/servicem8/bkQzBaTHBXbknZEh/images/003-850-352-ff1942db-4e81-4dc7-9dd3-4d9445653d7a.png?fit=max&auto=format&n=bkQzBaTHBXbknZEh&q=85&s=c0dd7420cee6566b490cce476345ced5" alt="" width="466" height="366" data-path="images/003-850-352-ff1942db-4e81-4dc7-9dd3-4d9445653d7a.png" />

## You can also activate Live Statements for several clients simultaneously, in Clients

Individually or bulk select clients using the check boxes, then click Actions > Apply Live Statements.

<img src="https://mintcdn.com/servicem8/r_5WdzUEe3n8JQ9V/images/005-643-575-77fc3df6-d6c2-48a6-90d7-95ac16d50f9e.png?fit=max&auto=format&n=r_5WdzUEe3n8JQ9V&q=85&s=c9f13c8524a0586f2464b4add53cf856" alt="" width="764" height="613" data-path="images/005-643-575-77fc3df6-d6c2-48a6-90d7-95ac16d50f9e.png" />

On each Monday, second Monday or on the 1st of each month (depending on the frequency you set), a Live Statement link will be sent out to clients with the "Send Live Statements" option, who have outstanding invoices.

For invoices to appear on the Live Statement:

* the job status must be Complete;
* the invoice must be outstanding i.e. unpaid; and
* the invoice must have been sent to the client via email, **including** the \{document} merge field which converts to an online invoice link **OR** the invoice has been Approved. [See here for more info.](/help-center/servicem8-add-ons/automation/how-to-add-invoices-to-live-statements)

Once paid, invoices will continue displaying as 'Paid' on the statement for 14 days, before automatically being removed.

## How to see processed & scheduled Live Statement automations

To see which clients have recently been sent their Live Statement, as well as scheduled sends, go to Settings > Automation, and click the linked values in the Scheduled & Processed columns.

[<img src="https://mintcdn.com/servicem8/r_5WdzUEe3n8JQ9V/images/005-643-577-medium-9ed1334c-389e-4d62-a25c-f4d9f0c0de19.png?fit=max&auto=format&n=r_5WdzUEe3n8JQ9V&q=85&s=7da15df34cb1523721541bd5c4b11ba1" alt="" width="855" height="399" data-path="images/005-643-577-medium-9ed1334c-389e-4d62-a25c-f4d9f0c0de19.png" />](/images/005-643-577-9ed1334c-389e-4d62-a25c-f4d9f0c0de19.png)

[<img src="https://mintcdn.com/servicem8/r_5WdzUEe3n8JQ9V/images/005-643-579-medium-bce046e6-a22e-4060-97c9-aaaa30bfdbda.png?fit=max&auto=format&n=r_5WdzUEe3n8JQ9V&q=85&s=0c9782d383ad0cabbc58eab0780de210" alt="" width="855" height="309" data-path="images/005-643-579-medium-bce046e6-a22e-4060-97c9-aaaa30bfdbda.png" />](/images/005-643-579-bce046e6-a22e-4060-97c9-aaaa30bfdbda.png)

While Live Statements send automatically to enabled clients, you can also link to their URL Live Statement in manual follow up communication with your clients using the \{statement} merge field in your email & SMS templates — [see here for more info.](/help-center/servicem8-add-ons/automation/how-to-send-clients-a-link-to-their-live-statement)
