Print or PDF a complete billing history for any customer — every invoice, every payment, and every dollar still outstanding — with overdue balances organized by age.
Try It FreeWhen a customer has five open invoices from different months, sending them invoice number 3 again does not help. What they need is a consolidated account statement that shows the full picture: what was billed, what was paid, and exactly what remains due. BizBooks Pro produces that document in seconds, formatted cleanly for printing or emailing as a PDF attachment.
Account statements are one of the most underused tools in small business billing. Businesses that send them regularly — especially at month-end — collect faster and spend less time on collections calls. When the customer can see the complete history at a glance, there is far less room for confusion or dispute about what is owed.
Select an individual customer for a targeted statement, or run a batch to produce statements for every account with an open balance simultaneously.
Select Transaction, Open Item, or Balance Forward format. Set the start and end dates for the billing period you want to cover.
Download a print-ready PDF for each statement. Your company name, address, and logo appear automatically on every page.
Match the statement style to how your business bills. All three standard formats are available for every customer without any extra configuration.
Each statement includes an aging summary table so customers can see at a glance how long their unpaid invoices have been outstanding.
At the end of every month, generate account statements for your entire customer base in a single step rather than opening each customer record individually.
Every statement renders as a clean, properly formatted document that reflects your business professionally — no spreadsheet cleanup, no reformatting required.
Any business that bills customers on account — meaning customers receive goods or services before paying — benefits from regular statements. This includes wholesale and distribution businesses with net-30 or net-60 terms, professional services firms that send retainer invoices monthly, contractors with clients on long-running projects, and healthcare or specialty practices that bill insurance and patients separately.
For these businesses, statements are not optional — they are a core part of keeping receivables under control. BizBooks Pro makes it easy to incorporate them into your regular billing cycle without adding meaningful administrative time.
Use the Transaction format when customers need a complete record of everything that happened in the period — ideal for businesses with frequent billing activity or customers who dispute charges. Use Open Item when you only want to show what is unpaid — best for collections outreach. Use Balance Forward when you bill monthly on account and want the statement to read like a monthly invoice summary with a carried-forward amount — common in wholesale and distribution.
Aging is calculated from the due date of each unpaid invoice to the statement date. If an invoice was due 45 days ago, it falls in the 31-60 day bucket. BizBooks Pro performs this calculation automatically when you generate the statement — you do not need to sort or categorize anything manually.
Yes. The batch statement feature generates a separate PDF for every customer in your system who has an outstanding balance. You can set a minimum balance filter — for example, only include customers who owe more than $50 — to keep the batch focused on accounts worth following up on.
Yes. If a customer made a partial payment against an invoice, or if you applied a credit memo, those amounts appear as separate line items on the statement. The running balance reflects the exact net amount owed after all activity.
Yes. BizBooks Pro pulls your company name, address, phone number, and logo from your company profile and places them in the statement header automatically. Every statement you produce will look like it came from your business, not from generic accounting software.
Start your free 30-day trial. Send your first account statement today and see how quickly customers respond when the balance is crystal clear.