Chasing money shouldn’t be awkward
Nobody likes making “you still owe us money” phone calls. Statements make it professional. A PDF showing exactly what’s outstanding, broken down by invoice, sent by email. No confrontation, just facts.
Account statements that work
What customers receive
- Your company details and branding
- List of all outstanding invoices
- Amount, date, and days outstanding for each
- Total balance due
- Aging breakdown: current, 30 days, 60 days, 90+ days
Professional, clear, and hard to ignore.
Bulk sending
End of month statement run:
- Go to receivables
- Filter for customers with balances
- Select all (or pick specific ones)
- Send statements
Everyone gets their statement. You’ve got a record of when it was sent.
Credit notes done properly
Refund a customer? Correct an invoice error? Do it with a proper credit note, not a confusing adjustment.
Linked to original invoice
Credit notes reference the original invoice. Your accountant sees exactly what was credited and why. No mysterious negative amounts.
Numbered and tracked
Credit notes get their own sequence: CN-LOC-DATE-01. They appear in your records, they’re visible in ledgers, and they export cleanly to accounting software.
Accounts receivable at a glance
The receivables view shows:
- Every customer with an outstanding balance
- How much they owe
- How long it’s been outstanding
- When you last sent a statement
Sort by amount or by age. Focus on the big numbers or the oldest debts — whatever makes sense for your business.
