Skip to main content

Invoice Statements

A statement is a single document that summarises a client's account for a period: every invoice and its items, payments received, the balance on each invoice, the total amount due and the client's available funds. Use statements for clients who buy often and settle monthly, for corporate clients who need one document for their records, or to chase several unpaid invoices at once.

Available withSalesIncluded in the Complete plan.Plans and modules

Before you start​

Create a statement​

  1. Go to Finance > Statements and click Add New Statement.
  2. In Client, search and select the client (Search & Select Client).
  3. Choose the Statement Date, Statement Start Date and Statement End Date.
  4. Click Preview Statement. A table lists the client's invoices in the period with INVOICE #, Date, STAFF, ITEM(S), INVOICE AMT, BALANCE AMT and Status.
  5. Open the save menu and choose:
    • Save to store the statement.
    • Save and Send to send it on WhatsApp, email or SMS.
    • Save and Print to open the PDF for printing.
New Statement form with client, statement date, start and end dates and a preview table of invoices with balances

What the statement shows​

The statement PDF includes the Statement Period, who it is addressed to (Statement To), each invoice with its items, unit, price, tax and total, the payment details (Paid At, Payment Mode, Amount Received), the Balance Amount per invoice, and the client's amount due and available funds.

Manage statements​

The Statements list shows STATEMENT DATE, CLIENT, START DATE and END DATE. Filter with Date Range and change the order with Sort By. Click More Actions on a row to:

  • Send Statement, then pick Send Statement via Email, Send Statement via SMS or Send Statement via WhatsApp and click Send.
  • Print or Download the PDF.
  • Delete Statement.
Statements list with statement date, client, start date and end date columns
Last updated on