When a client’s accounts office asks what’s still outstanding, download one PDF instead of forwarding six emails. Every invoice you’ve issued them, the date each one fell due, the balance left on it, and the total across the account, with your logo at the top of it.
30 days of everything, free. No card needed.
Find the client in your client list and open their record, where their invoice history already sits.
One button in the history pane builds the A4 PDF, dated that day, with your logo and VAT number on it.
Each invoice you’ve issued them, with its number, issue date, due date, status, total, and the balance still on it.
One total outstanding across the account, so nobody in their office has to add your invoices up themselves.
An accounts office runs on documents. A forwarded email chain isn’t one, and a photo of your invoice list isn’t either. Sendinvo builds the statement from your live invoices the moment you press the button, so the balances are right on the day you hand it over. You don’t need it just to check a figure yourself: the same history sits on screen in every client’s record, with what’s billed, outstanding, and overdue. The statement is that history in a form you can send on.
Every invoice you’ve issued that client is listed, with its number, issue date, due date, status, total, and the balance still on it. Drafts, voided invoices, and any invoice you’ve superseded with a corrected one are left off, so no figure on the page is one you’ve since changed. A paid invoice stays on the list at a zero balance, which is what settles the question of whether the boiler service at Flat 3 was ever billed.
Invoice a main contractor under CIS and the statement carries both figures the account needs. The total column shows the gross you invoiced. The balance is the cash still to come, with the deduction already taken off, because that deduction was never money the contractor was going to pay you. So a £3,000.00 labour invoice at 20% that they have settled in full shows a balance of £0.00, not £600.00 still outstanding. A credit note you’ve issued against an invoice comes off its balance the same way.
There’s no “overdue” flag on the statement. Each row carries the date the invoice fell due and the balance left on it, so their accounts clerk can see for themselves that the June invoice still hasn’t been paid. For the week-by-week chasing, reminders run per invoice on the days you set. The statement is what you send when the whole account needs a conversation.
It comes out as an A4 PDF carrying your logo, your VAT number, and your registered company details, laid out like your invoices, quotes, and credit notes, so it files next to the rest of your paperwork without anyone querying it. Bill a client in more than one currency and each one gets its own section and its own total, never added together.
Every invoice you’ve issued that client, each with its number, issue date, due date, status, total, and the balance still on it, then the total outstanding across the account. It’s the statement of account a letting agent, a business, or a main contractor’s accounts office asks for at month end.
Every invoice you’ve issued to that client. Drafts, voided invoices, and any invoice you’ve superseded with a corrected one are left off, so no figure on the statement is one you’ve since changed. A paid invoice stays on the list at a zero balance.
The total column shows the gross you invoiced, and the balance is the cash still to come, with the CIS deduction already taken off. A labour invoice the main contractor has settled in full shows a balance of £0.00, rather than leaving the deducted amount looking outstanding.
Yes. It downloads as an A4 PDF carrying your logo, your VAT number, and your registered company details, laid out like your invoices, quotes, and credit notes. Sendinvo doesn’t email it for you, so attach it to your own reply or print it and hand it over.
The statement splits into a section per currency, each with its own total outstanding. Sterling and euros are never added together, so an account running in both gets a clear figure for each.
Open the client’s record, download the statement, and give them every invoice, every balance, and the total outstanding in your own branding.