How to Generate a Statement of Account
Give a customer a single view of everything they owe and have paid.
Learn how to generate and share a customer statement of account showing invoices, payments, and balance.
Give a customer a single view of everything they owe and have paid.
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1
Open a customer
Go to Customers and select the customer you want to generate a statement for.
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2
Choose a date range
Pick the period to include — it defaults to the last 12 months, but you can adjust it to any range.
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3
Review the summary
See every invoice, every payment, and the running balance for that customer in one place.
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4
Download as PDF
Generate a PDF version of the statement to email or print for the customer.
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5
Share with your customer
Send the statement directly or attach it to a follow-up or collections email.
Tips
- Statements of account are available on the Unlimited plan.
- Especially useful for customers with many small invoices who want one combined view.
- Narrow the date range to match a specific billing period or resolve a dispute.