Customer Account Statements
A customer statement shows all invoices, payments, and the outstanding balance in chronological order.
1
Open a Customer
Go to Customers and click the customer name.
2
Click Statement
Click the 📄 Statement button at the top right.
3
Print or Download
Click 🖨 Print / Download PDF to save or send the statement.
The statement shows:
- All invoices (date, reference, amount)
- All payments received
- Running balance after each transaction
- Closing balance (outstanding amount)
Send statements monthly to customers with outstanding balances as a gentle payment reminder.