Generate a statement of account

Here's how to create and send a statement of account for one of your contacts in FreeAgent.

A statement of account can include all the transactions for a contact between the dates you set, including invoices, credit notes, bills, bill credit notes, and payments and refunds relating to these. For example, you might send a statement of account to let a client know about any open or outstanding invoices they have and the total account balance they owe you.

1 Select a contact

Select a Contact. Then select Statement of Account.

statement_tab

2 Enter a date range and configure your statement

This might, for example, be for a calendar month. FreeAgent will include an opening balance if there were any invoices or bills outstanding for that contact dating from before the first date you put here.

statement_dates

3 Configure what to display

As well as including everything related to a contact, you can filter your statement of account by either 'All', or 'Open/Outstanding' items only.

statement_dates

If you've issued invoices to your contact in a foreign currency, FreeAgent will divide up the transactions into the currencies and show the transactions in each currency separately.

Once you've set everything up, select Show Statement. FreeAgent will then generate your statement. If you make any further changes, also use Show Statement to refresh the statement so it reflects your latest changes.

4 Save or send the statement

You can either save your statement as a PDF for printing or sending by email, or simply select Send by Email to send this directly to your client from within FreeAgent.

 

Did you find this article useful?

We're glad to hear that!

...and thanks for taking the time to feed back, it's appreciated.

We’re sorry to hear that. Would you like to...

Contact our support team

Our friendly, experienced support team are on hand to help - just email us at support@freeagent.com

Send us some feedback...

We'd love to hear your feedback about this article - please email details to support@freeagent.com