Statements your customers understand
One click on a customer’s page gives a statement of account: every invoice, payment, TDS, credit note and refund between an opening and a closing balance — or just what’s outstanding today. Download it, email it, share it on WhatsApp or send a link that works for 30 days.
What you can do with it
Activity or Outstanding
A period with a running balance, or unpaid invoices on a date.
Send it any way
PDF, email with the PDF attached, WhatsApp or a link.
A link to pay from
Each open invoice links to its own page, where they can pay.
Always fresh
Drawn from your records each time, never stored.
Four steps, no training needed
Open the customer
Statement on their page.
Choose the kind
Activity for a period, or Outstanding on a date.
Preview
Pick the Brand and currency; check the figures.
Share
Download, Send, WhatsApp or Copy link.
Clear balances, fewer calls
A minus balance is credit in the customer’s favour; the credit available today shows on an Outstanding statement. Viewers can preview and download statements without changing anything.
Learn it step by step in the Help Center
Related features
Credit, advances & refunds
Advances, overpayments and credit notes kept as credit — apply it, refund it, or write off.
Customers & contacts
Customers with several contacts, GST status, custom fields, balances, credit and statements.
Reports
Seven reports — sales, tax, payments, ageing, customers, items, TDS — in CSV and Excel.
Questions about Statements of account
How long does the statement link work?
30 days. Unknown, revoked and expired links show the same neutral page.
Can I send statements in bulk?
Statements are sent per customer. On Business, bulk reminders cover overdue invoices.
Do statements use email credits?
Emailed statements use one credit per recipient; downloads, links and WhatsApp don’t.
Try Statements of Account on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.