Customer statements

A customer statement lists a customer's invoices and payments up to a date, with what they still owe. Send it when a customer asks for their account balance.

Open a statement

1. Go to Reports → Customer statement (app: Menu → Reports → Customer statement).
2. Find the customer. The list shows Total invoiced, Payments and Balance per currency.
3. Open the customer and set the To: date (app: Statement up to). The statement runs from the start up to that date.
4. If the customer has more than one currency, pick one.

The statement shows each invoice with Date, Invoice, Amount and Paid, and totals for Invoiced, Payments and Account balance. Drafts and void invoices aren't included.

Send it to your customer

1. Click Send statement.
2. Confirm. It goes to the customer's main contact.

You'll see "Statement successfully sent." (app: "Statement sent").

Before sending, check the main contact has an email address. Edit the customer if not (see Edit a customer and choose who gets invoices).

Download it

• Website: use Print to download the statement as a PDF. The download currently shows the statement up to today, whatever To: date you picked.
• App: tap Export PDF, then share, download or print.

The file is called "Account statement for {customer}.pdf".

FAQ

I clicked Send but my customer didn't get it. Check the customer's main contact has an email address, then send again.

Can I send it to someone else? Download the PDF and email it yourself, or make that person the main contact.

Can I get a statement for a period, not from the start? Not at the moment. The statement always runs from the beginning up to your date.