Client Statement

Steps

1. Select a customer to view their account activity.
2. See charges, payments and the running balance.
3. Share the statement to resolve billing questions quickly.
4. Use it during collections conversations.

Tips

• A tidy statement answers most "what do I owe?" questions before they become disputes.

Related guides

• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.
• AR Aging See what is owed and how overdue it is, so collections focus on the right accounts first.
• Margin Report Bring revenue and cost together to see your margin, so growth decisions are based on profit, not just sales.