A customer statement shows a customer’s invoices, payments and running balance.
- Go to Finances > Customer Statements. You’ll see your outstanding total broken down by age: Current, 1-30 Days, 31-60 Days, 61-90 Days and 90+ Days.
- Choose who to list under Filter Options: All with Balance (the default), 30+ Days, 60+ Days, 90+ Days or All Customers. Use the search box to find someone by name.
- Click a customer to open their statement on the right. It shows their Account Balance by age and a list of charges and payments with a running balance.
- Pick a Date Range (Last 30, 60 or 90 Days, Year to Date or Account Lifetime) and choose whether to Show all activity, invoices only or payments only.
- Click Print, PDF or Email. The statement’s Send History shows when it was last sent.
Several customers at once: check the customers in the list, then use Download PDF, Print or Email Statements at the top. Recent Batch Sends shows the progress of batch emails.
You can also open a statement from a customer’s profile: More Actions > Statement.