Complete transaction history
Every invoice, payment and credit note against one client, in date order, on a single page. No cross-referencing three screens to answer one question.
Statement of account software
Create Clear, Professional Client Statements in Seconds
Track invoices, payments, credits and outstanding balances in one accurate statement of account — ready to filter, export and share.
- Export to PDF & CSV
- Filter by date
- Ready to share
Know exactly what every client owes
Replace scattered invoices and spreadsheets with one complete, easy-to-read account history.
Real-time running balances
An opening balance, a running balance on every line and a closing figure that agrees with your books. The arithmetic is the software's job, not yours.
PDF and CSV exports
Send the PDF to your client, or take the CSV into a spreadsheet when your accountant wants to work with the numbers themselves.
Flexible date filtering
Any date range you choose — a month, a quarter, or just the period being disputed. The opening balance adjusts to the range so the statement still adds up.
One statement. Every invoice and payment.
Give your team and your client the same reliable view: opening balance, invoiced amounts, payments received, credits applied and the final amount due.
- Settle payment disputes with a document rather than an argument
- Save the reconciliation time that a spreadsheet rebuild costs
- Send a polished record that reflects your business, not a screenshot
Create a statement of account in three steps
Choose a client
Pick any client from your list to open their account history.
Select a date range
Set the start and end dates for the period the statement should cover.
Export or print
Download it as a PDF or CSV, or print and share it straight away.
What is a statement of account?
A statement of account summarises the transactions between your business and one client over a chosen period. It lists the invoices raised, the payments received and any credits applied, and ends with the balance still outstanding — so both sides can agree on what has been billed and what has been paid.
Useful for
- Freelancers
- Agencies
- Consultants
- Service businesses
- Small and growing companies
Statement of account questions
The opening balance for the period, every invoice raised, every payment received, any credit notes applied, and the closing balance still due. Each line carries its date and reference, so a client can match it against their own records.
Yes, both. The PDF carries your logo and company details and is the version to send a client; the CSV is the one to hand an accountant who wants the figures in a spreadsheet.
Yes. Choose any start and end date, and the statement covers exactly that range. The opening balance reflects everything before it, so the closing figure is still correct for the period shown.
Monthly suits most businesses, and it is worth sending one whenever a balance is queried. A statement turns a disagreement about what is owed into a document both sides can read.
The client's own billing currency, so the figures match the invoices they received. A client billed in euros gets a statement in euros, whatever the rest of your books are kept in.
Make client balances clear from day one
Create professional statements, stay on top of payments, and give every client a record they can trust.
