Statements
A statement lists everything a location owes: open invoices, payments received in the period, credit notes, unapplied credit, the balance and an aging summary. If a company opted in to statutory late-payment interest, the interest is shown too.
When they go out
Section titled “When they go out”Statements are built on your statement day (Settings → Payment reminders and statements, day 1–28) for the month before, and emailed as a PDF to the company’s accounts-payable contacts. Locations with nothing open and no activity are skipped.
Companies that opted out of statements still get a PDF in the history; they just aren’t emailed.
Statements page
Section titled “Statements page”Money owed → Statements shows the history with each PDF. Choose a location to:
- Preview today’s statement, or
- Send now — built and emailed within a few minutes.
Statements and reminders both stop when you set reminders to Off in Settings → Payment reminders and statements.