---
key: send-a-statement
title: Send a statement
audience: staff
section: sales-billing/statements
routes: ["/statements"]
permissions: ["billing.statements.send"]
features: ["billing.statements"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Email or text a locked statement to a customer, send a batch of statements at once, or share a portal link they can open any time.
keywords: [email statement, text statement, statement link, resend statement, batch send, portal]
related: [generate-a-statement, send-a-quote, sign-in-to-the-portal]
---

In the sidebar, open **Sales & Billing**, then **Statements**, then **Statements**. The page address is `/statements`.

## Before you start

- The statement has to read **Ready to send**. A **Draft** cannot be sent; press **Lock** on it first. See [[generate-a-statement]].
- Your role needs permission to send statements. If you do not see **Send**, ask your admin.

## Steps

1. Open the statement and press **Send**. On a statement that already went out, the button reads **Send again**.
2. Pick the **Delivery channel**:
   - **Auto** lets Nova use the customer's saved delivery preference.
   - **Email** shows a **To** field; press **Add CC/BCC** for those. Leave **To** blank to use the contacts saved on the account, or search for a contact or type an address.
   - **SMS** asks for the phone numbers to text.
   - **Portal only** posts the statement to the customer portal without a message.
   - **Manual** records that you delivered it another way, such as a printed copy.
3. For email, add a **Subject (optional)** and a **Message (optional)**. The message appears above the statement summary in the email.
4. Press **Send statement**. The delivery pill under **Status** changes to **Sent**.

To send several at once, tick the statements in the list and press **Send selected** above it. The dialog confirms with **Send selected** too. Leave the recipient fields blank so each statement uses its own saved delivery details.

The optional email message supports bold, italic, underline, lists and links through the shared editor. On a phone, press **Formatting** to show the tools. Nova includes the formatted note above the statement summary and keeps a plain-text counterpart.

## What you see

- **Share / manage link** on a locked statement opens the customer's portal link so you can copy it or turn it off. The customer sees the statement after signing in to the portal.
- The **Viewed** filter shows which statements customers have opened in the portal.
- **Activity history** on the statement lists every send and every portal view.
- **Open account view** in the actions menu jumps to the same statement on the customer's account page.

## If something looks different

- **Send** is missing on a statement: it is still a draft, it was cancelled, or your role cannot send. Check the **Status** column.
- The send dialog shows no saved recipients: the account has no contact with an email address. Type one in **To** or add a contact first. See [[add-a-contact-to-an-account]].
- A customer says the figures changed since you sent it: the statement was regenerated. Open **Version history** to see each copy, and press **Send again** to deliver the latest.

[[route:/statements|Open Statements]]