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How to Generate Statements for Multiple Customers

If you need statements for more than one customer, the Customer Statements page lets you generate a combined statement covering all customers at once.

Steps

  1. Go to Get Paid → Customer Statements.
  2. In the Customer dropdown, select "All customers" instead of an individual customer.
  3. Select the statement type: "Outstanding invoices" or "Account activity."
  4. Click "Create statement" to generate the combined view.

Good to Know

There is no multi-select checkbox list for picking a specific subset of customers - your choice is either one individual customer or all customers. There is also no separate "Statements" report under Reports. This page is the only place statements are generated.

Related Articles

  • How to Create a Customer Statement
  • How to Use Statements to Follow Up on Overdue Payments
  • How to See Revenue by Customer

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