A statement shows a customer’s orders, payments and outstanding balance without creating a payable document. You can create one for an individual customer or a business account.
How to create a statement
Go to More > Statements.
Select New Statement in the top-right corner. A preview of the statement appears on the right.
On the left, choose the statement type: Customer or Business Account, then search for and select the account.
Set the Statement Period by choosing a date range.
Optional: turn on Email Statement to send it to the customer automatically.
Review the draft statement. It includes:
Opening Balance: the balance at the start of the period.
Payment History: every payment in the date range, including order and invoice payments.
Outstanding Orders: any unpaid orders in the period.
Select Create to finalize the statement.
After you create it, you can view the statement, download it as a PDF, or email it to the customer or business account.
Good to know
It isn’t an invoice. A statement gives an overview of orders and payments without creating a payable document, so it’s best for review.
Credit: statements show credit used for order payments.
Business accounts: a business account statement summarizes all the account’s orders but doesn’t show invoice details. To appear in it, invoices must be created and consolidated under the business account.
FAQs
What’s the difference between an invoice and a statement?
What’s the difference between an invoice and a statement?
An invoice is a formal request for payment, with a breakdown of charges. A statement is an overview of transactions and outstanding balances, and you can’t pay it. Statements don’t show invoice details. They list the matching order IDs, so you see account activity without repeating the invoice.
When should I use a statement instead of an invoice?
When should I use a statement instead of an invoice?
Use an invoice to bill a customer and ask for payment. Use a statement to summarize account activity, payments and balances, for your team or for the customer’s records.
Why don’t some invoices appear on a business account statement?
Why don’t some invoices appear on a business account statement?
Invoices created under a customer account before the business account existed aren’t included. To appear on a business account statement, orders and invoices need to be created directly under the business account.