How do I send customer statements?
Invoicing & Financial Documents | Updated 19 July 2026
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For a single customer
Open the customer (search top right), then click Statement. You will see every invoice, receipt and credit on their account with a running balance - from there you can email the statement to the customer or download it as a PDF.
For all customers (month-end)
Go to the Statements page under Customers/Sales. It lists customers with outstanding balances, including an age analysis (current, 30, 60, 90+ days), so you can see at a glance who owes what and for how long - and send statements from there.
Who receives the email?
Statements go to the customer's email address - and a customer can have multiple email recipients (eg. the owner and their bookkeeper). Set these up on the customer's details page.
If a customer disputes a balance, their statement is your friend: every document on it can be opened, resent or edited directly from the statement view.
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