features

Client account statements

Share running balances and invoice history with clients via secure links.

Clients with multiple open invoices need a single view of what they owe. Statements reduce confusion and speed up reconciliation.

What you can do

Running balance

See total outstanding across all open invoices.

Public share link

Send a secure tokenized link — no login required for clients.

Invoice history

Chronological list of invoices and payment status.

PDF export

Download statements for client accounting teams.

Are statement links secure?

Each client gets a unique token URL that does not expose other accounts.

Can accountants access statements?

Share the link with client finance teams as needed.