Client statements

A client statement lists everything you have billed a client and everything they have paid, with a running balance. Send one when a client asks what they owe or before you chase an overdue balance.

Open and print a statementCopy Anchor Link

1. Open CRM › Accounts and select the client.
2. In the Billing section of the side panel, select Statement.
3. To show part of the history, enter a From and To date and select Show period. Leave both empty to show everything to date.
4. Select Print or save as PDF, then print it or save it as a PDF to send.

You're done when you have a PDF showing the Amount due and one line per invoice, payment, credit note or refund.

Good to knowCopy Anchor Link

• When you pick a period, the statement starts from an Opening balance, so the closing balance still matches what the client owes.
• Statements are read-only. To change a line, fix the invoice, payment or credit note it comes from.
• A bank transfer your client reported appears only after you confirm it.
• If your role only lets you see invoices you created, the statement covers only those. A note at the top tells you when this applies.

RelatedCopy Anchor Link

• Record and manage payments
• Credit notes
• Accounts