Types of customer statements
You can generate two types of customer statements: Outstanding invoices and Account activity.
An outstanding invoices statement displays details of all unpaid invoices for a customer, including partially paid invoices.
An account activity statement shows details of all invoices, payments, and refunds for a customer within a selected date range.
Create and send customer statements
On the left-side menu, click Sales > Customer Statements.
Choose the desired customer from the Customer drop-down menu.
Select either Outstanding invoices or Account activity from the Type drop-down menu.
If you select Account activity, enter the date range using the From and To fields.
Click Create statement.
To print the statement, click the Download button.
Send the statement: by sharing the link or send it by email.
Outstanding invoices
Account activity
