Client statements

Client statements, in one click

When a client asks “what do I still owe you?”, answer with a statement, not a spreadsheet. Every issued invoice, its balance, and the total outstanding, on one A4 PDF in your own branding.

Your first 3 invoices are free to send, no card needed.

How it works

The month-end document, without the month-end

1

Open the client

Go to the client whose account you want to summarise, straight from your client list.

2

Download the statement

One button in the client panel builds their statement as an A4 PDF, in your branding and ready to send.

3

Every invoice, every balance

It lists each issued invoice with its status, total, and outstanding balance, then totals up everything the client still owes.

4

Split by currency

Bill a client in more than one currency and the statement splits into a section per currency, each with its own total.

The details

One page that answers the question

A statement is the document a bookkeeper or a finance team reaches for at month end. Sendinvo builds it from your live invoices, so it’s always current and always adds up.

Issued invoices only

The statement lists every invoice you’ve issued to that client, with each one’s balance, and the total still outstanding. Drafts, voided, and superseded invoices are left off by design, so what your client sees is real and unambiguous. A paid invoice shows a zero balance and still appears in the history.

Currencies kept apart

Working across currencies? The statement never blends them. Each currency gets its own section and its own running total, so a client billed in pounds and dollars gets a clear figure for each, not a meaningless combined number.

Your branding, your logo

The statement comes out as an A4 PDF carrying your logo, matching your invoices, quotes, and credit notes. Pair it with reminders and it becomes the calm, factual nudge that gets an account settled.

Questions

Good to know

What’s on a client statement?

Every issued invoice for that client, each with its status, total, and outstanding balance, and the total amount the client still owes across them all. It’s the month-end summary a client’s finance team tends to ask for.

Which invoices are included?

Every invoice you’ve issued to that client. Drafts, voided, and superseded invoices are left off by design, so the statement only shows real, issued documents and the balances that go with them.

Is the statement a PDF?

Yes. It downloads as an A4 PDF in your own branding, with your logo, matching your invoices, quotes, and credit notes, so it’s ready to send straight to your client.

What if a client pays in more than one currency?

The statement splits into a section per currency, each with its own running total. Currencies are never added together, so a client billed in pounds and euros gets a clear total for each.

Answer “what do I owe?” in one click.

Start free, invoice your clients, and hand them a clean statement whenever they ask.