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USER GUIDE · 06

Statements & Aged Debt

View customer statements, follow debits and credits, check running balances and print or save statements.

Statement workflow

Office → Customers → Statement → Select dates → Update → Review transactions → Print / Save PDF

1

Open a customer statement

In the Office dashboard, open Customers, find the relevant customer and select Statement on their customer card. The statement opens in a separate panel.

Open a customer statement
Statement opens from the customer card.
2

Select the statement period

Use the From and To date fields to choose a reporting period, then tap Update. The panel also provides Print / Save PDF and Close.

Select the statement period
Statement date controls and print button. Contact details are redacted.
3

Read the statement summary

At the top, check the account name and the opening balance and closing balance. The statement reflects the selected date range.

Read the statement summary
Opening and closing balances followed by transactions.
4

Understand the transactions

Each transaction is displayed as a mobile-friendly card with its date, type, reference, debit, credit and running balance. Invoices appear as debits and payments as credits. Read the cards from top to bottom to follow the account balance.

Understand the transactions
Invoice transaction cards and running balances.
5

Check payments and references

Payment entries can identify the method, such as card or bank transfer. Where available, the reference helps identify the payment. Long references may take more space on mobile.

Check payments and references
Payment entries and invoice references.
6

Review totals and the balance due

At the end of the statement, compare Opening balance, Invoices in period and Payments in period. The final Balance due summarises the amount outstanding for the displayed statement.

Review totals and the balance due
Statement totals and balance due.

Understanding aged debt

The Customer Accounts overview groups outstanding invoices into Current, 1–30 overdue, 31–60, 61–90 and 90+ day bands. These are ageing categories for unpaid invoices, separate from the transaction-by-transaction statement. See Guide 05 for the Customer Accounts overview.