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Client Statements

Generate an account statement showing a client's full invoice and payment history

Sometimes a client wants to see their full account history — all invoices, payments, and adjustments over a date range. Instead of pulling individual invoices, a statement gives them (and you) a single document with the complete picture.

Generating a Statement

  1. Go to Billing > Statements.
  2. Select the client.
  3. Set the date range — this determines which invoices, payments, and adjustments are included.
  4. Click Generate.

The statement shows a running list of all billing activity for that client during the selected period: invoices issued, payments received, adjustments made, and the current balance.

Sending to a Client

Once generated, you can:

  • Email the statement directly to the client's billing contact.
  • Download as PDF and attach it to your own email.
  • Print a hard copy if needed.

When to Use Statements

  • Collections — When a client has multiple unpaid invoices, a statement is more effective than individual reminders. It shows them everything they owe in one place.
  • Client requests — Clients sometimes need a billing history for their own records or internal approvals.
  • End-of-year summaries — Generate a full-year statement for each client as part of your year-end process.
  • Dispute resolution — When a client questions a charge, a statement gives both sides a clear view of the full account history.