You can create statements:

  • From the Plus icon (+) at the top. 
  • As a batch action from the Customers page
  • Individually from a customer record or from the ACTION column on the Customers page

If you want to know about statements, you've come to the right place! Simply put, a statement is the status of a customer's account at a particular point in time.

  • Each line item on a statement represents sales transactions, credits, and payments for the time period of the statement. 
  • A statement in itself doesn't offer as much detail on each individual sales transaction as an invoice or sales receipt would. 
  • Statements are often sent out on a regular, say monthly, basis to let your customers know where they stand and if they still owe you any money.
  • You can create a balance forward, open item, or transaction statement.

Create statements

Manage Statements

Questions about statements