1.Open the customer from Customers.
2.In Statement, choose a period.
3.Preview, Download PDF, or Email it with a line of your own.
The statement opens with the closing balance, lists every invoice and payment with a running balance, and ends with how old the balance is.
What is left out
Estimates and voided invoices. A quote is not a charge and a withdrawn invoice is a charge taken back — including either produces a balance the customer can prove wrong.
Why it works as a chase
It says here is everything between us and here is where it stands. The customer who genuinely lost an invoice can find it without an awkward conversation.