Statements of account and client billing details
One link that shows a client every invoice and payment with a running balance, for any period, as a page or a PDF.
- Plan
- Every plan
- Updated
The statementLink to “The statement”
A client’s record has a statement-of-account link you can send them. It lists invoices and payments in date order with a running balance, one ledger per currency. Drafts and voided invoices are left out.
- Pick “This year”, “Last 12 months” or “All time”, or set your own dates and choose “Show period”. Everything before the start date becomes the opening balance.
- “Outstanding today” is what the client owes right now, part payments taken off, whatever period is shown.
- “Download PDF” saves the same period as a PDF.
Clients keep their own billing detailsLink to “Clients keep their own billing details”
In their project portal, clients can correct the billing address and tax number printed under “Bill to” on your invoices, then “Save billing details”. You get an email when they do, and the change appears in your activity log.
Related articles
- Sharing with clientsShare the client portal and a status linkOne link that shows your client everything on the job, and on Pro, a status page that answers “any update?”
- Getting paidRecord a bank transfer or part paymentLog money that arrived outside the Pay button — all of it or part of it — and the invoice asks only for what is left.
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