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How to Create a Customer Statement

A customer statement summarizes a customer's invoices into a single document - useful when they have multiple outstanding invoices or you want a record of…

Steps

  1. Go to Get Paid → Customer Statements.
  2. Select the customer from the Customer dropdown.
  3. Select the statement type: "Outstanding invoices" or "Account activity."
  4. Click "Create statement."
  5. The statement renders immediately on the page. From there you can Print or Send it.

Good to Know

This feature lives only on the standalone Customer Statements page - it is not found inside an individual customer's profile. There is no date-range field. The statement type alone determines what's included.

Related Articles

  • How to Generate Statements for Multiple Invoices
  • How to Use Statements to Follow Up on Overdue Payments
  • How to View Outstanding Balances for a Customer

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