➡️ Quick Links > Select Send statements
Customer statements provide a snapshot of a customer's financial standing, listing unpaid invoices and unallocated credit notes at a specific point in time.
Steps to send a statement
Group Statements by Customer Contact: Use the dropdown to select Yes or No.
Review the Generated Statement PDF: Ensure all details are accurate.
Choose a Delivery Method:
Print: Opens the PDF in a new browser tab.
Email: Select the recipient, review the statement email template, attach any relevant invoice PDFs, and click Send.
Download: Saves the statement directly to your device.
The maximum total file size for email attachments is 16MB.
The Statement portal is available on the Customer Journey+ plan.
If invoices do not attach to the email, verify or change the 'Attach invoices to statement' setting.
FAQs
Can I send a statement for a specific month? No. Statements automatically include all outstanding invoices and unallocated credit notes. Filtering by date range is not currently supported.