Statement of account

See everything you've charged a client and everything they've paid, with a running balance and how old what's owing is.

A statement of account is the history between your firm and one client: every invoice, credit note and payment, with the balance after each.

Where do I find it?

Open the client and go to BillingStatement of account. It's as at today and covers everything to date.

Total charged, Total paid / credited and Balance owing.
Outstanding by age: what's owing, split from Current to 90+ days.
Every charge and credit by date, with the running balance and the closing Balance owing.

It reads straight from your firm's books, so it's always up to date. The list stays empty until you've issued an invoice to the client.

No. Time you write off never reached an invoice, so it isn't a charge. It shows in the client's time and the practice reports instead.

Not from here. There's no download or email for the statement yet. To chase what's owing, send a reminder about the invoice from your firm's books.

Change the invoice or payment in your firm's books, and the statement follows.

Turn a client's work in progress into an invoice in your firm's books, and see who owes your firm money.

Run your practice's own invoices, bank, BAS and bills in Billbook, free on Pro once your practice is verified.