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Create an account statement

Show opening balance, invoiced amounts, payments, and a running balance for a period.

Open in Invoice Aura

What to do

  1. 1

    Open Account Statement

    Use the client Actions menu.

  2. 2

    Choose a period

    Use year, quarter, month, or custom dates, then Apply.

  3. 3

    Review the ledger

    Check summary totals and each invoice or payment row.

  4. 4

    Print or send

    Print directly or open the statement composer.

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