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Send a customer a statement

A statement brings everything a customer owes into one document, so they can check it against their records and pay in one go. It lists each invoice, payment and credit in a period with a running balance, and shows how old the unpaid amounts are.

  1. Open the customer — Go to Contacts and open the customer. You can also choose Send statement from the customer’s row in Receivables.

  2. Press Send statement — Send a statement opens.

  3. Choose the period — Pick Period: Last 30 days, Last 90 days, This year or Custom (then pick From and To date).

  4. Choose what to show — Under Show, pick Open invoices only or All activity.

  5. Check the summary — It shows the opening balance, Invoiced, Paid and credited and Balance due for the period.

  6. Check the email — Check To, Subject and Message.

  7. Send — Press Send statement. To get the PDF without emailing it, press Download PDF instead.

Screenshot: The Send a statement dialog with Period, Show, the summary of opening balance, invoiced, paid and credited and balance due, and the To and Message fields
The Send a statement dialog with Period, Show, the summary of opening balance, invoiced, paid and credited and balance due, and the To and Message fields

A toast says “Statement sent to” the address, and the contact’s timeline records it.

What the statement shows

Section titled “What the statement shows”
  • A header with your business, “STATEMENT”, the period, “Statement for” the customer with their address, and Balance due.
  • A table with Date, Reference, Type, Charges, Payments and Balance, starting from the opening balance. Credit notes show as credits, and refunds as charges.
  • An aging strip: Current, 1–30 days, 31–60 days, 61–90 days and 90+ days.
  • Your payment instructions, at the bottom, if you’ve set them.

With Open invoices only, paid invoices and their payments are left out, and there’s no opening balance.

Last updated with Spine 1.0.0-beta.2