Overview
You can generate Customer Statements in Copilot to show invoices, payments, or both for any date range.
Statements provide customers with a summary of their account history and outstanding balances.
Step 1: Open the Customer Statements Page
Go to Finances > Customer Statements.
This page allows you to create a statement for any customer and any time period.
Step 2: Choose Your Date Range
Select the Date Range for the statement.
This defines which invoices or payments will be included in the report.
Example:
Select Last Month to show all invoices and payments from the previous month.
Step 3: Select the Customer
Use the Customer dropdown to choose which customer you want to generate a statement for.
Step 4: Choose What to Include
Under Show, select one of the following options:
Invoices – Displays only the invoices for the selected period.
Payments – Displays only payments made by the customer.
Both – Includes all invoices and payments for a full transaction history.
Step 5: Generate and Print the Statement
After setting your filters, click Generate Statement.
Once the statement appears, click the Print button to:
Print the statement directly, or
Download it as a PDF for emailing or record-keeping.
Tip
Customer statements are a great way to provide clients with a summary of their account activity — especially for billing reviews, audits, or end-of-month reconciliations.