How to Use Statements to Follow Up on Overdue Payments

Customer statements are a useful way to remind customers of everything they owe in one document, rather than chasing individual invoices.

Steps

Go to Get Paid → Customer Statements.
Select the customer who has overdue invoices.
Choose "Outstanding invoices" as the statement type to summarize everything they still owe.
Click "Create statement," then "Send Statement" to email it, or "Print Statement" for a physical copy.

Good to Know

This page - not the customer's profile - is the only place to generate and send statements.

Related Articles

How to Create a Customer Statement
How to Manage Overdue Invoices
How to Understand Invoice Aging

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