Statements | GorillaDesk Help Center

Statements allow you to consolidate multiple invoices onto one statement and are great for billing accounts with multiple locations or multiple services.

You can access a customer's statement by opening their account and clicking View Statement on the sidebar below the customer's name.

Once you open a customer's statement, you will see a list of Paid or Sent invoices within the specified date range.

You can use these filters to adjust the displayed statement data based on your needs.

Date Filter: Select a specific date or date range to view transactions from a particular period.
Invoice Type
1. Billed Invoices
2. Zero Invoices
Columns: Customize which data columns are visible, ensuring you see only the most relevant information.
Open Items: Filter to show only outstanding balances or unpaid items.
1. Open Items - shows the all SENT invoices
2. Transaction Statements - shows the account balance within the specified date range.
3. Forward Balance - shows the total account balance. The amount on the 'Account Balance' should match the balance displayed on the sidebar.

Please note: Draft invoices will not appear on a statement. You will need to send the invoices by email or manually mark each invoice as Sent in order for that invoice to reflect on the statement.

At the top section of the page, you are able to filter the statement by location, view a PDF, Print, or Send the statement by email.

You will also see an account summary showing the total invoices, payments, available credit, and outstanding account balance based on the specified date range.

If your account is integrated with Stripe or Square, you can also embed the online payment link into your statement emails, allowing your customers to pay their statement online.

This can be done under Settings > Email & SMS > Statement.

Point your cursor where you'd like to insert the payment link in the body of your email > Insert Email Variable > Online: Payment Link (button) > Save.

Now, whenever you send a statement by email it will provide your customers with the option to pay online.

Looking for additional help on managing accounts with multiple locations?

Click here to view the training video which will show you how to add additional locations and managing their billing.

Keywords: Statement, Statements, Invoicing, Multiple invoices, Multiple Properties