Customer statements

Send statements to your customers to help them track what they owe you and remind them how much to pay.

Run individual Customer statements

1. From the Contacts dropdown menu, select Customers.
2. Open the relevant customer contact.
3. From the Manage dropdown menu, select Statements.
4. Choose a date to generate statements up to, then select Calculate.

To Email, Print, Export to a CSV file, or Schedule Monthly Statements select the relevant option from the Manage Statement dropdown menu.

To add notes or bank details to a statement edit this in Statement Settings.

Find out how to Run statements for all customers.