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.

<aside> 👀

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.

</aside>

What's required to run a customer statement

For a customer to be eligible for a statement run, three things have to be in place:

1. A statement-based Finance term on the customer. Assigning a term like Net 30 Statement or Net 10th (anything ending in Statement) is what turns a customer into a charge account and opts them into statement runs. Set on the customer detail page under Settings > Financing > Finance term. Customers on Invoice-based terms (Net 30 Invoice) get individual invoices, not statements.
2. A delivery channel. For email delivery, the customer needs at least one Contact with an email address on the customer detail page — customers without any contact email are skipped from the email count and have to be handed a printed/PDF copy instead. For mail delivery, no extra config needed.
3. (Optional) Autopay setup. If you want statements auto-charged to a card or bank, the customer needs Autopay statement balances enabled in their Settings > Statements section, plus a saved payment method on file.

If a customer statement isn't running for someone, walk those three checks first — missing Finance term is by far the most common cause.

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.

<aside> 👀

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.

</aside>

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.