Find the customer or fleet that you’d like to create a statement for on the lists page or by using global search.

On the customer or fleet page, view the customer’s remaining balance. Select the Remaining Balance dropdown to view the breakdown of the amount due and the amount overdue by the customer.

Select Create Statement to generate a statement to collect payment on multiple invoices at once.

The statement date range will default to the last month. To change this, select Filters. Choose your preferred filters and select which orders you want to include on the statement. Select Save.

Once you’ve created the statement, you can Record Payment, Print the statement, or Send the statement to the customer.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!