PDF statements

A statement is the polite, professional way to say "here's everything open on your account." Requires the Starter plan or above.

Downloading a statement

1. Open a company from the dashboard.
2. In the Statement card, pick the period — this month or last month.
3. Click Download statement (PDF).

The PDF lists the company's open invoices as of that period: order number, issue date, due date, original amount, and outstanding balance, with a total — under your store's name.

When to send them

• Month-end: send last month's statement in the first week — it lands while accounts-payable teams are reconciling.
• Before a firm reminder: a statement plus the 21-day overdue notice reads as organized, not aggressive.
• On request: wholesale buyers ask for these constantly; now it's one click.

Attach the PDF to an email from your own address (replies stay in your normal thread). Automatic monthly statement emails are on our roadmap.