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:

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.

See also

Sending a statement