Generate Statement
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Statement Preview
About Statements
Select a client to generate a formal Statement of Account.
The statement will include:
- Invoices and linked full, partial and balance-payment entries.
- Opening balance and reconciled running balance.
- Ageing from the original invoice date.
- Paid, unpaid and partially paid selections, evaluated at the period end.
- Invoice summary or a detailed ledger, with the same filters in the preview and PDF.
- Monthly sections with bold monthly unpaid subtotals in the invoice summary.
- A permanently archived PDF and ledger snapshot.