Statement of account

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Client statements management

Introduction Client statements provide a snapshot of account activity to quickly show any outstanding invoices along with any recent payments and credit notes applied to the account. They can be sent to your clients on a monthly basis to remind them of any outstanding account balance. Client statements are also visible in the client control panel, so any client logging in here can easily bring up an electronic statement of their account. How do I view a client statement? You can view or print …