Aging Window (Customer Statement of Account)

When necessary to send you customer a Statement of Account you can navigate to your View Menu (top toolbar) anfd select Aging Window.

Open

In the initial view you will see a summary by Customer of Invoices that may not be necessarily due yet, between 0-30 days due, between 31-60 days due, etc.

Open

You can then highlight an individual customer and select “Print Statements for Selected”.

This will generate a Statement of Account you can email directly from this window, export, save, etc. This document will break down by Project & Invoice while still reflecting days due and Grand Totals.