Customer statements

View a statement of account for any of your customers. A statement can show all invoices and payments for a date range, or just the items unpaid. You can print customer statements, or email them to your customer.

About customer statements

There are two types of statement to choose from:

  • Activity statements show all activity for that customer within a date range. This includes all:

    • Sales invoices
    • Payments received
    • Credit notes
    • Prepayments
    • Overpayments

    Activity statement shows paid invoice and payment on it.

  • Outstanding statements show only what's owed by the customer at a certain date. They don't show any transactions that have been fully paid or credited, and never show prepayments.

    Unpaid invoice shows on outstanding statement.

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