A client statement is a chronological ledger of every billing transaction for one client — invoices, receipts, credit notes — with a running balance. It is the single source of truth when a client asks "what do we owe you?".

  1. Open the client's detail page.
  2. Click the Statement tab.
  3. The statement shows:
  • Invoices — issued, with their dates, numbers, and amounts.
  • Receipts — payments received, allocated against specific invoices where applicable.
  • Credit notes — reductions applied to invoice balances.
  • Running balance after each row.
  1. (Optional) Filter by date range to focus on a specific period.
  2. Click Export to PDF to generate a printable, branded statement to send to the client.

Tip: Statements are also available from the Reports section (under Invoicing > Client Statement) where you can run across multiple clients at once for ageing analysis.

Note: Voided invoices are excluded from balance calculations but stay visible in the transaction list (marked Voided) so the audit trail remains complete. Voided amounts do not affect the running balance.