Generate one statement covering every open invoice on a customer’s account, for month-end and multi-invoice balances.
When a customer has several open invoices — a deposit, a progress bill, a change order — forwarding each one separately invites confusion. A statement of account puts every outstanding balance in a single document, so the conversation is about one number instead of four PDFs.
WHERE: CUSTOMERS → open a customer → ESTIMATES/INVOICES tab
§Generate the statement
- 01Open the
ESTIMATES/INVOICEStab. - 02Tap
🧾 STATEMENT. - 03RevolveCore prints a statement of account covering all open invoices — one document you can save, print, or hand to the customer.
§When a statement earns its keep
- ◆Multiple open invoices on one account — the statement replaces a stack of attachments with one total.
- ◆Month-end reconciliation — a clean summary for the customer’s bookkeeper or insurance adjuster.
- ◆Balance disputes — one document showing exactly what remains open ends the "which invoice was that?" back-and-forth.
To decide who needs a statement, lean on the OVERDUE filter chip in this workspace and the A/R and Overdue figures on the MONEY tab. Routine nudges are better left to the automated payment follow-ups in the Automation hub — save statements for accounts where the balance spans several invoices.
◆ NOTE
The statement covers open invoices only. Paid history lives in the
PAYMENTS section of the FINANCIALS tab and in the MONEY hub’s drill-down reports.