Payments

Statements of account

Make an activity or outstanding statement for a customer, then download, email, share on WhatsApp or send a 30-day link.

2 min readUpdated 26 October 2026About This Feature
  1. Kind — Activity (a period with a running balance) or Outstanding (unpaid invoices on a date).
  2. Share it — Download PDF, Send, WhatsApp or Copy link.
  1. Open the customer

    Statement.

  2. Choose Activity or Outstanding

    And the period or date, Brand and currency.

  3. Preview

    Check the figures.

  4. Download, send or share

    The link works for 30 days; open invoices link to their own pages, where the customer can pay.

A minus balance is credit in the customer’s favour. Statements are drawn fresh from your records each time and never stored. Emailed statements use one credit per recipient.

Who can do this:OwnerAdminMemberViewer — no
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