Customer statements your customers can actually follow.
When you need to ask a customer to settle up, a list of invoice numbers rarely helps. A Statement of Account shows the full picture for a period — what was invoiced, what was paid, what was credited, and what is left.
Everything in date order
Choose the customer and the period. The statement lists each invoice, payment and credit note in sequence with a running balance, opening at the start of the period and closing at the end.
- Opening balance
- Invoices and credit notes
- Payments received
- Running and closing balance
Built from posted records
The statement is generated from the same posted documents as your Aging report and your ledger, so the closing balance matches what the rest of the system says the customer owes.
Send it however suits
Download the PDF with your own branding, print it, or share it directly with the customer.
Common questions
Can I produce a statement for any period?
Yes. Choose the customer and a date range, and the opening balance is calculated as at the start of that range.
Does the statement include credit notes?
Yes. Invoices, payments and credit notes all appear, each affecting the running balance.
Whose branding appears on it?
Yours. Customer-facing documents carry your organisation logo and details.
See it with your own numbers.
Set up your organisation and issue your first document today.