Create and send customer statements

Types of customer statements

Create and send customer statements

Types of customer statements

You can generate two types of customer statements: Outstanding invoices and Account activity.

An outstanding invoices statement displays details of all unpaid invoices for a customer, including partially paid invoices.

An account activity statement shows details of all invoices, payments, and refunds for a customer within a selected date range.

Create and send customer statements

1. Log in to your account at waveapps.com.
2. On the left-side menu, click Sales & Payments > Customer Statements.
3. Choose the desired customer from the Customer drop-down menu.
4. Select either Outstanding invoices or Account activity from the Type drop-down menu.
5. If you select Account activity, enter the date range using the From and To fields.

6. Click Create statement.

   To remove the Wave footer, turn this setting off in your default invoice settings. (available only for Pro Plan subscribers).

7. To print or preview the statement, click the More actions button above the statement.

8. Send the statement:
   • Pro Plan subscribers or customers accepting online payments can click Send statement to send via Wave. Click the plus icon to include additional email addresses. Edit the subject line or message as needed, then click Send.
   • To get a link to the statement, click Send statement, and then click Copy link. If you don’t see this button, click the More options tab first.