Customer Statements

A statement of account is a single document that shows a customer everything between you for a period — invoices raised, payments received, credit/debit notes — with a running balance and the total they still owe.

What’s on the statement

• Your business header (with your logo and brand colour).
• The customer’s details and the statement period.
• An opening balance.
• A dated ledger — invoices and debit notes as Debit, payments and credit notes as Credit — with a running balance after each entry.
• The Closing Balance Due.
• An ageing summary — how much is Current vs 1-30, 31-60, 61-90, and 90+ days overdue, so you can see what’s due and what’s late at a glance.

Send a statement

1. Open the customer.
2. Choose Statement of Account and pick the period (e.g. this quarter).
3. Download the PDF, or Email it straight to the customer — the PDF is attached and the email is sent from your own address.

Statements are great for month-end or quarter-end follow-ups, and for giving a customer a clear picture before they clear their dues.