Invoices & PaymentsUpdated May 2026
Statements
How to generate and send customer account statements.
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Overview
A statement is a summary document sent to a customer showing all their invoices, payments, and outstanding balance over a selected period. Sending regular statements is good practice for maintaining clear financial relationships.
How to Generate a Statement
- 1
Go to Revenue → Statements.
- 2
Select a customer from the list.
- 3
Choose the date range for the statement.
- 4
Click Generate Statement.
- 5
Review the statement — it shows all invoices, payments, and the closing balance.
- 6
Click Download PDF to save it, or Send to email it directly to the customer.
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