Customer Statements

A statement summarizes everything a customer owes you over a period: where they started, what was invoiced and paid, and where they ended — with aging buckets that make overdue balances obvious. It is the gentle reminder that gets invoices paid.

Key capabilities

• Balance-forward and open-item statement styles
• Opening balance, period activity (invoices, payments, credits), and closing balance
• AR aging breakdown (Current, 1-30, 31-60, 61-90, 91+) per customer
• Date-range selection for the statement period
• PDF generation and one-click email to the customer

How it works

A statement reads the customer's invoices, payments, and credit memos for the chosen window and assembles the running balance and aging. It is a read-only report — generating or sending it never changes the ledger.

How to use it

1. Open Customer statements and select a customer.
2. Choose the statement period and style (balance-forward or open-item).
3. Review the opening balance, activity, closing balance, and aging.
4. Download the PDF or email it straight to the customer.