Statements are the monthly bill you send charge-account customers — one document per customer, listing the outstanding activity for the period.

In the POS mode > Customers left tab > Statement runs top tab, you generate and send statements in bulk. For a single customer, per-customer statement settings live on the customer detail page under Settings.

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Only charge-account customers get statements. Assigning a statement-based Finance term (for example Net 30 Statement) on a customer is what turns that customer into a charge account and opts them into statement runs. See Customers for where the Finance term is set.

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What's on a statement

Every statement is a one-page-or-more PDF per customer. The top of the page shows who it's for, the statement date, and a balance summary — Total balance, then an aging breakdown (Current, 1-30 days, 31-60 days, 61+ days), plus Finance charge and Credits. Under the summary, a single table lists every relevant row for the period — one line per invoice, payment, finance charge, or credit.

The columns are DATE, DUE, IDENTIFIER, TYPE, PO, JOB, ORIGINAL, BALANCE. The TYPE column is the one to know:

• Invoice — a charge-account sale that adds to the balance.
• Payment — a bill payment the customer made, shown as a negative ORIGINAL.
• Finance charge — interest assessed on overdue balance (see Finance charges).
• Credit — a credit memo or refund-to-account, also negative.

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Payments appear on statements automatically — there's no toggle to turn them on. Every Payment the customer made during the statement period lists as its own row, tied to the invoice(s) it paid down.

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What fills the table depends on the Statement type set on the customer:

• Open item (default) — only lists line items that were still open at the end of the statement period. Payments that fully paid down earlier invoices drop off. Use this when a customer asks for a statement showing just what they owe.
• Balance forward — shows a starting balance from prior periods, every transaction in the period (invoices, payments, finance charges, credits), and the ending balance. Use this when a customer wants a running ledger.

The informational banner on the Generate statement page is a good reminder: "Open item statements will contain line items that were open as of the end date of the selected date range."

Running statements in bulk

Bulk runs are the normal way to send statements — one run covers every eligible charge-account customer for the period.

On the Statement runs tab you see every past run as a row: Statement period, Date sent, Created at, Generation type (Manual or automatic), and the count of Statements in the run. A Date sent of — means the run was generated but not delivered yet.