➡️ 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.
Common questions
Can I send a statement for a specific month?
Can I send a statement for a specific month?
No, you can't send a statement for a specific month. Statements automatically include all outstanding invoices and unallocated credit notes, and filtering by date range is not currently supported.
Walkthrough
A statement answers the question customers ask most: what do I actually owe you? It puts every unpaid invoice and unallocated credit note on one page with a single balance, instead of sending them back through individual invoices.
📋 Before you start, you need:
A customer with an unpaid invoice or an unallocated credit note
By the end you will be able to generate a statement for a customer, decide whether to group it by contact, and send it the way they need.
Watch a video
Practise this
Open a customer in your account who has something outstanding, generate a statement, and read the PDF without sending it. Check the closing balance against what you believe that customer owes. Nothing is sent until you choose to send it.
Check what you know
A customer says the statement Claire sent does not match the balance they were quoted a week ago. What has probably happened?
A customer says the statement Claire sent does not match the balance they were quoted a week ago. What has probably happened?
Nothing has gone wrong with either figure. A statement is a snapshot of the account at the moment it was generated, listing every unpaid invoice and unallocated credit note on it at that point. Anything invoiced, paid or credited since will not appear on the copy they are holding, so two statements a week apart can legitimately disagree. The date it was produced is what settles which figure is current.
A commercial account has three contacts, and different people there deal with different invoices. What should Claire do when generating the statement, and why?
A commercial account has three contacts, and different people there deal with different invoices. What should Claire do when generating the statement, and why?
She groups the statement by customer contact. That splits the outstanding items so each contact sees the invoices they are responsible for rather than the whole account, which means nobody has to work out which lines are theirs before they can act. On a single-contact record like Dr Spencer's the option is there but changes nothing.
Summary
Claire generated a statement for Dr Spencer from his customer record. She opened Send statements, chose whether to group it by contact, reviewed the PDF, and emailed it to him.
💡 Key takeaways
Snapshot: a statement lists what is outstanding at the moment it is generated, so the date it was produced is part of what it says.
Group by contact: splits the statement so each contact sees the invoices they are responsible for.
Attachments: emailing it with the invoices attached, within the 16MB limit, saves the customer asking for them.
You'll know it's right when the statement lists every unpaid invoice on the account, nothing already settled, and a closing balance that matches what your records say the customer owes.