Customers1 min read
Send a customer statement
Customer statements are the polite chase tool — and the data is already there.
01From the customer page
- 1Open Customers → pick the customer.
- 2Click Statement.
- 3Pick the as-of date.
- 4Hit Email or Download.
02Tip — bulk statements
Customers → Statements lets you email statements to all customers with overdue balances at once. Great for the last working day of the month.