Reports & Intelligence
Client Statement
A clear account statement per customer showing charges, payments and balance, ideal for billing questions.
Where to access
Open Client Statement from Reports.
Related
How it works
- Select a customer to view their account activity.
- See charges, payments and the running balance.
- Share the statement to resolve billing questions quickly.
- Use it during collections conversations.
Tips
- A tidy statement answers most "what do I owe?" questions before they become disputes.