Create and send customer statements

There are two types of customer statements you can create in Wave, Outstanding invoices and Account activity.

An outstanding invoices statement displays all unpaid invoices for the customer. They can view the invoices that are partially paid, unpaid and past their due date by clicking on the specific invoice. Your customers can use this statement to view the real time snapshot of their unpaid invoices with your business.

An account activity statement displays the details of all invoices, payments and refunds for that customer within the selected date range. This statement is useful to share a complete history of sales and payments with your customer for record keeping.

Create and send customer statements

  1. On the left-side menu, click Sales & Payments > Customer Statements.
  2. Select the customer that you want to generate a statement for from the Customer drop-down menu.
  3. Select the type of statement: Outstanding invoices or Account activity, from the Type drop-down menu.

    Selecting Account activity will require a date range to be entered using the From and To fields.

  4. Click Create statement.
  5. To send, click Send statement above the customer statement, ensure your customer’s information is correct, then click Send.
    Click Add recipient to add any additional email addresses.

    To get a shareable link, print the statement, or to preview the statement as the customer will see it, click the More actions button above the statement.