Customer statements

A statement shows a customer everything open on their account on one date, as a PDF: open invoices, credits, unapplied payments and how overdue the money is.

Generate a statement

  1. Open the customer's company page and its Invoices & payments tab (Invoices if you cannot see payments), or open AR aging and find the customer's row.
  2. Select Generate statement.
  3. Choose the As of date and the Billing entity, or All entities.
  4. To show recent payments too, tick Include invoices paid in the last and type the number of days.
  5. Select Generate PDF.

Open or e-mail a statement

The Statements list on the company page keeps every statement with its total due. Select Open to see the PDF, or Email to send it. As with invoices, you check the e-mail first and nothing leaves until you select Send email.

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