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Customer statements

Send the whole account, not another copy of one invoice.

Clearer work, fewer loose ends

  • Send the whole account, not another copy of one invoice.
  • One link that shows a customer everything they owe you.

Customer statements

Step 1

Send the whole account, not another copy of one invoice

One link that shows a customer everything they owe you.

What your accountant sees

Generate a statement per customer with a public shareable view the client opens without logging in.

Back to Client Workspace
  • Invoices and estimates

    Quote it, send it, get paid, all in one place.

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  • Online payments

    A Pay button on every invoice.

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  • Milestone payments

    Split a project invoice into staged payments.

    Read more
  • Stripe Terminal

    Take card payments in the room.

    Read more
  • Sender identity

    Invoices from your address, not ours.

    Read more
  • Credit memos

    Refunds and credits without a manual journal.

    Read more

See customer statements on your own data