Customer statements
A per-customer view of what each client was invoiced, has paid and still owes — shareable as a link or email.
Billing → Statements rolls your invoices up by customer, so you can see and share each client's running balance.
What it shows
For the period you pick (Monthly / Quarterly / Yearly at the top), each customer's Invoiced, Collected and Outstanding totals — based on each invoice's issue date. The summary at the top totals every customer. Open a customer row to see the invoices behind the numbers.
Sending a statement
Open a customer and choose Send to client to email it, or Open link for a shareable web link. The statement lives at its own address and always shows their latest figures — when they pay an invoice, it updates itself. Emails come from your branded JobBadger address.
Good to know
- Statements read straight from your invoices and payments — nothing extra to maintain.
- A customer with no invoices in the period doesn't appear.