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Customer Statements

A statement summarizes everything a customer owes you over a period: where they started, what was invoiced and paid, and where they ended — with aging buckets that make overdue balances obvious. It is the gentle reminder that gets invoices paid.

Key capabilities

  • Opening balance, a dated line for every invoice, payment, and credit memo, and a running balance to the closing balance
  • Aging breakdown (Current, 1-30, 31-60, 61-90, 91+) and the total balance due as of the end date
  • From and To date selection; the period defaults to the last twelve months
  • Email statement sends the activity and balances to the customer
  • Search within the statement lines

How it works

A statement reads the customer's invoices, payments, and applied credit memos for the chosen window and assembles the running balance and aging. Invoices marked paid outside DayZero show a matching payment line so they net to zero. It is a read-only report: generating or emailing it never changes the ledger.

How to use it

  1. Open Customer Statements and pick a Customer. If you have no customers yet, the page links you to add one.
  2. Set From and To, then click Generate.
  3. Review the opening balance, line-by-line activity, closing balance, and aging.
  4. Click Email statement to send it to the customer's email address. A confirmation shows who it went to.

Pro tips

  • The customer needs an email address on their Customers record, or sending is refused.
  • The email lists each line and the opening, closing, and amount-due figures, so generate first and check them before sending.
  • Aging is measured as of the end date you choose, so set To to today for a current picture.
  • Use the search box to find a single invoice or payment reference in a long statement.
  • Demo businesses cannot send customer emails.

In-depth guide

Charges are invoice totals on the day the invoice was created; payments and credit memos reduce the balance on the date they were recorded or applied. The opening balance is everything before From. The "Balance due" figure at the top is the aging total, which counts only invoices that are still open, so it can differ from the closing balance when payments or credits were applied after To.

Chat and API

Regent can show a customer's statement in chat, though emailing it is done from this page. Developers can build and email statements over the API; see the Customer statements guide.