Send a customer statement

About a minute

Go to Reports, then Customer statement.

The Reports screen, with Customer statement under Take it with you

Pick who and which period, and it lists every invoice, every payment and the balance owing. Download it as a PDF or CSV, send it on WhatsApp, or email it straight from there.

A customer statement listing an invoice and a payment, with the balance owing and the send options below it

For a big invoice, a part payment, or a month end, this is what to send rather than chasing by phone.