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Statement of account software for small business
A statement of account lists what a customer has been invoiced and paid, and what they still owe. BlitzBooks builds one per client for any period you pick: the balance brought forward, each invoice and payment with a running balance, the total outstanding in rand, and unpaid invoices aged into current, 30, 60 and 90+ days.
How it works in the app
- Step 1
Open the client
Go to Clients, open the customer and tap Statement.
- Step 2
Pick the period
Set the From and To dates. Anything owed from before the period comes in as the balance brought forward.
- Step 3
Share it
Tap Share to send the statement as a PDF on WhatsApp or email, save it, or print it.
The details that matter
-
Running balance
Date, reference, description, debit, credit and balance on every line, with totals at the bottom.
-
Balance brought forward
A one-month statement still carries what was owed before it, so the closing figure matches what the customer really owes.
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Unpaid invoices, aged
Each unpaid invoice with its date, age in days, amount paid and amount outstanding, plus current, 30, 60 and 90+ day totals.
-
Your branding on it
Your logo, business name and contact details and, if you are VAT registered, your VAT number.
Read the guide: How to Chase a Late-Paying Customer
“My life is so much easier. Almost zero admin now.”
Questions about statements
What is a statement of account?
It is a summary of a customer's account over a period: what you invoiced, what they paid and what they still owe. It is often sent monthly, or when an account falls behind.
What is the difference between a statement and an invoice?
An invoice bills one job. A statement covers every invoice and payment on the account over a period, and ends with the total the customer owes.
Can I send a statement on WhatsApp?
Yes. Tap Share on the statement, and when the PDF is ready, pick WhatsApp and the customer's chat. See sending on WhatsApp.
Does a statement include what was owed before the period?
Yes, through the opening balance. Everything invoiced before the start date, less everything paid before it, is carried in as the balance brought forward.
Works well with
Stop doing admin at 9pm.
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