Customer Statements
Give a customer a single document summarizing everything they owe.
Who it's for
Bookkeepers and AR staff following up on outstanding balances
Key benefits
- Rolls up invoices, payments, and credits for one customer
- Ready to email or print for collections follow-up
- Shows running balance over the selected period
Overview
Customer Statements produce a period summary for one customer - every invoice, payment, and credit memo in date order with a running balance. It is the document you hand (or email) to a customer who asks 'what do I still owe you.'
Related features
See how Customer Statements fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.