Features
Invoice Crowd builds a customer's Statement of Account straight from your invoices, payments and credits. Choose Activity for everything that happened in a period, or Outstanding for what is still unpaid on a date, and download a PDF with the amount due in each currency the customer is billed in.
What is inside
A statement reads from the same invoices, payments and credit notes you already record, so there is nothing to compile by hand and nothing to keep in step.
From the customer list
Every customer card and row in the Customers list has a Statement of Account action. It opens a short dialog with the customer's name, the statement type, the dates and the currency, and the dates start on this month, or today for an Outstanding statement, so most statements need one click to confirm.
Activity covers a period, From and To: the opening balance, every invoice, payment and credit in between, and the balance due at the end. Outstanding is a snapshot As Of one date: the invoices still unpaid, any unused credit and how far overdue each invoice is.
Line by line
An Activity statement starts from the Opening Balance and lists each Invoice, Payment Received, Credit Note, Credit Applied, Advance Applied and Refund in date order, with a running balance, so the customer can follow how the amount due was reached.
An Outstanding statement lists each open invoice with its due date and balance, shows Unused Credits separately, and adds an ageing strip in the same buckets as the Age Debt report: Current, 1-30, 31-60, 61-90 and 91+ days, with the Total Due.
Checked before you send
Opening and closing balances are checked against the Age Debt figures for the same customer. Balances that changed without a dated record still appear, as Settled at Issue or Balance Adjustment, rather than being left out, and if a statement ever disagrees with Age Debt, the PDF says so before you send it.
A customer billed in more than one currency gets one section and one Amount Due box per currency, so every figure matches what they were billed. The PDF uses the shared report layout with your letterhead and a Statement To block, is produced in the language of the person downloading it, and is named after the business, the customer and the period.
Built in
Statements follow the same records, permissions and currencies as the rest of the account.
The customer's name and address sit under your letterhead, with the Statement Date and the period or date covered.
Credit notes and overpayments applied to invoices appear as lines; advance payments held are noted separately from the amount due.
If the customer has paid more than they owe, the box reads Credit Balance instead of Amount Due.
The owner and team members with the Customers or Reports module can download statements; members limited to selected customers see only theirs.
Statements are part of every Invoice Crowd plan, the free plan included, with no limit on how many you download.
Download a polished PDF and attach it to your own message, ready to send.
A statement covers the customer's documents in the business profile you are working in, under that business's letterhead.
Customers with a portal login can open and download each invoice and payment receipt between statements.
Invoices, payments, credit notes and refunds you already record are the statement's only source, so it never needs rekeying.
Questions
An Activity statement covers a period you choose, From and To: it starts at the opening balance, lists every invoice, payment and credit in date order with a running balance, and ends with the amount due. An Outstanding statement is a snapshot As Of one date: it lists only the invoices still unpaid, with their due dates, any unused credit and an ageing summary from Current to 91+ days.
Open Customers, choose Statement of Account on the customer, pick Activity or Outstanding, check the dates and the currency, then select Download PDF. The statement is prepared in the background and downloads when it is ready.
Each currency gets its own section and its own Amount Due, so nothing is converted into a single figure. Choose one currency in the dialog, or All Currencies to include every currency the customer has documents in.
Yes. Opening and closing balances are checked against the Age Debt figures for the same customer, and the ageing buckets are the same: Current, 1-30, 31-60, 61-90 and 91+ days. If a statement ever disagrees with Age Debt, the PDF shows a notice asking you to check the customer's documents before sending it.
Every plan, including the free plan. Team members can download statements when their role includes the Customers or Reports module, and members limited to selected customers can only download statements for those customers.
Record invoices and payments as you already do, and the statement of account for any customer is ready whenever they ask.
