What it does
An account statement is a private web page for a single client showing, in date order:
- every invoice you've issued them, and
- every payment they've made,
with a running balance after each line and a clear Balance due at the bottom. It works like a mini bank statement for that client's account with your business.
Like quotes and invoices, the statement opens in any browser with no login — you just share its link. It always reflects the latest figures, so you never have to rebuild it.
Where to find it
- Go to Clients in the top menu and open the client's record.
- Near the top of the record you'll see an Account statement card with the description "A shareable running statement of this client's invoices & payments."
- Click View / print on that card. The statement opens in a new browser tab.
The public address is /s/<token>, where <token> is a long, unguessable code unique to that client.
Step by step
View a client's statement
- Open the client's record under Clients.
- On the Account statement card, click View / print.
- The statement opens in a new tab, showing the full ledger and balance.
Share the statement with a client
- Open the statement using the steps above.
- Copy the page's web address from your browser's address bar.
- Paste that link into an email or message to your client.
Anyone you give the link to can view the statement — no account needed. The link stays valid and always shows the current figures, so you can re-use it whenever the client asks for an update.
Download or print the statement as a PDF
- With the statement open, scroll to the bottom and click Download PDF.
- Your browser's print window opens. Choose Save as PDF (or select a printer) and confirm.
- The page is styled for clean printing — the button and footer are hidden in the saved copy.
What each screen shows
- A header reading Account statement, your business name, and For the client's name (and business name if set).
- A table with one row per invoice or payment:
- Date
- Description — the invoice title, or "Payment received" with the method (e.g. Cash, Card, Bank transfer)
- Invoiced — the amount of an invoice (blank for payment rows)
- Paid — the amount of a payment, shown in green (blank for invoice rows)
- Balance — the running balance after that line
- A summary at the bottom:
- Total invoiced
- Total paid
- Balance due — shown in green when the account is fully settled (zero owed).
- If there's nothing to show yet, you'll see "No invoices or payments yet."
Tips & good to know
- Draft invoices are not included. Only invoices you've actually issued (sent) appear on the statement, alongside their payments. A quote never appears here.
- It's always current. The statement is built fresh each time it's opened, so the same link will reflect any new invoices or payments automatically.
- Treat the link like a password. It contains a long random token; only people you share it with can open it. It shows that one client's account only.
- Great for chasing balances. Send the statement link alongside a friendly reminder so the client can see exactly which invoices are outstanding.
Troubleshooting
- "Statement not found". The link is mistyped or the client record has been removed. Open the client again and use View / print to get a fresh link.
- No Account statement card on the record. The card appears once the client has a statement link set up. If it's missing, the client may be very new — add or issue an invoice and re-check, or contact your administrator.
- Figures look off. Remember the statement counts issued invoices only. A quote, or an invoice still in Draft, won't be included until it's sent. Payments only appear once you've recorded them in Quickie.
- The PDF includes the button. Use the Download PDF button rather than your browser's own print menu — it's set up to hide the button and footer for a clean copy.