Send a customer a statement of account
A one-page list of what the customer bought on credit, what they paid, and what they still owe.
Where to find it Open this screen in Quid POS
A statement lists, in date order, every sale on account and every payment for one customer, with the running balance. Send one at the end of each month, or whenever a customer asks "what do I owe?".
- Go to and open the customer.
- In the Account panel, click Statement.
- The statement opens. From there you can:
- open it as a PDF to print or save,
- email it to the customer,
- send a link by WhatsApp.
The statement starts with the balance brought forward (what was owed before the period shown), then each movement, and ends with the balance due. Your payment terms and bank details print at the bottom if you have typed them into under Terms on PDF documents.
Tip
Put your bank account details in the terms box. Customers pay faster when the statement tells them exactly where to send the money.
See also Send a quote, invoice or statement as a PDF.
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