Customer statement
A summary of one customer’s invoices, payments and balance due over a period.
In Solo Superstars
The customer page shows the running list of invoices and payments; the Aging report shows the overdue slice across all customers.
Example
Acme Co: invoices 3,400, payments 2,200, balance due 1,200 as of month end.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- account statement
Related
- Accounts receivable — Invoices you have sent that customers have not paid yet. An asset, because the money is coming.
- AR aging — Unpaid invoices bucketed by how overdue they are: current, 1–30, 31–60, 61–90 and over 90 days.
- Invoice — Your request for payment. Sending one books revenue and a receivable; the customer pays through the hosted link.