Statements

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Statements summarize what a client owes across multiple invoices. They are most useful when a client has multiple open items or pays on a schedule.

When to use statements

  • Monthly billing cycles (send at the start/end of month).
  • Clients who pay by check/ACH and prefer a single “what’s due” summary.
  • High-volume service work where individual invoices may be missed.

Operational checklist

  • Confirm invoices are Sent (not Draft).
  • Confirm any credits have been applied correctly.
  • Confirm payment links / instructions match your business process.
See also:
Collections A/R Aging Report interpretation

Screenshots

Client statement table
Statement table
Placeholder image - replace with a real screenshot in a launch polishing pass.
Export actions (CSV/PDF)
Statement exports
Email statement
Statement email