Statements overview

A statement is a document you create as a reminder to a customer about their financial activities with your business.

You can choose from three types of statements: balance forward, open item, and transaction.

You can create statements:

• From the Create (+) menu
• As a batch action from the Customers page
• Individually from a customer record or from the ACTION column on the Customers page

Create statements

Create a statement for a customer

Create multiple statements

Manage statements

View a statement

Find statements

Edit a statement

Customize a statement

Delete a statement

Questions about statements

Was a statement paid?

Missing statements

Why the statement changed since you created it

How customization settings affect older statements