How to create and send a customer statement
Customer statements are key in support, offering transaction clarity, and encouraging timely payments. They enhance professionalism, aid cash flow, and improve credit control.
In this tutorial, learn how to create customer statements on the Bookipi Invoice mobile app:
How to create a customer statement for the last 1 year
Learn how to create a customer statement for the last 1 year on Bookipi Invoice mobile app with these easy steps:
Step 1: Select ‘Invoice’
Navigate to the ‘Invoice’ to access the menu.
Step 2: Select ‘Customer’
Tap ‘Customer’ to see all customer lists.
Step 3: Choose a Customer
Select a customer name whose statement you want to view.
Step 4: View Customer Documents
All documents created for this customer in the last year will be displayed.
Step 5: Select ‘Print’
Tap the 'Print' icon at the top right to generate a PDF copy of the statement.
Step 6: Download or Send the Statement
Download the statement to your phone by selecting ‘Print’, or send it to your customer by tapping ‘Send’.
How to generate a customer statement for a custom period
Learn how to create a customer statement for specific dates by customising the date period on the Bookipi Invoice mobile app. Follow the steps below:
Step 1: Select ‘Invoice’
Navigate to the ‘Invoice’ to access the menu.
Step 2: Select ‘Customer’
Tap ‘Customer’ to see all customer lists.
Step 3: Choose a Customer
Select a customer name whose statement you want to view.
Step 4: View Customer Documents
All documents created for this customer in the last year will be displayed.
Step 5: Customize the date period
Tap the drop-down arrow labeled 'Last 1 year'.
Select ‘Custom’ to begin customizing the date range.
Step 6: Set the Starting Date
Tap ‘Start Date’ to set the beginning of the period.
Pick a date, and tap ‘Confirm’.
Step 7: Set the Ending Date
Tap ‘End Date’ to set the end of the period.
Pick a date, and tap 'Confirm'.
Step 8: Confirm Date Selection
Tap ‘Save’ to apply your selected date range.
Step 9: Select ‘Print’
Tap the 'Print' icon at the top right to generate a PDF copy of the statement.
Step 10: Download or Send the Statement
Download the statement to your phone by selecting ‘Print’, or send it to your customer by tapping ‘Send’.
FAQ: Creating a Customer Statement
Q: What is a customer statement?
A: A customer statement is a summary document that provides an overview of all invoices and payments associated with a particular client. It’s a helpful tool to give your clients a clear picture of what’s been billed, what’s been paid, and any outstanding balances.
Q: Can I create a customer statement using the web app?
A: At this time, the customer statement feature is only available on the mobile app. If you’d like to see this functionality added to the web version, we’d love to hear from you! You can share your suggestion or vote for it on our feature request board here: Submit a feature request
Q: What details are included in a customer statement?
A: The statement includes the following information:
Invoice numbers and issue dates
Amounts billed and paid
Payment dates
Any outstanding balances
The total amount due (if applicable)
Q: Can I save the statement as a PDF?
A: Absolutely! After generating the statement, simply tap the printer icon to save it as a PDF file to your device.
Q: Is it possible to download multiple statements at once?
A: Currently, statements can only be downloaded individually. Bulk downloads are not supported at this time.
Q: I can’t find the option to create a statement. What should I check?
A: If you’re not seeing the option, please ensure the following:
You've created at least one invoice for the selected client
You're using the latest version of the Bookipi mobile app
You've selected the client from the Customers tab
Q: Can I regenerate or resend a customer statement?
A: Yes! You can return to the client’s profile at any time to recreate or resend their statement as needed.
Discover more tutorials for Bookipi Invoice on the mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.
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