About Statements
A statement is a record of invoices and payments. You can create a statement to see the history of all the invoices sent to a client and payments made by the client. A statement can also be sent to a client whose invoice is overdue as a reminder for making the payment.
When you are sending a statement, you can choose to include invoices and payments in one of the following ways:
- From first outstanding item: The statement will include the first unpaid invoice for the client to the current date.
- From date: The statement will include unpaid invoices for the client from the date you specify to the current date. The date you specify should be earlier than the first unpaid invoice. This option is also useful if you want to get a history of activities from a specific date.
When you are sending a statement, you can use one of the existing template styles or design your own statement by choosing Design > New Statement. The statements you send to a client can be seen in the Account view.