See what a customer owes at a glance — the Billing card on their record and the printable statement
A money roll-up that headlines a company, opportunity, or contact record.
Open a company, opportunity, or person record and you'll see a Billing card summarizing where that customer stands financially — no need to dig through their invoices one by one. When the customer owes money, the card leads with the outstanding amount in red; when they don't, it shows a reassuring “No outstanding balance.”
From the card straight to the underlying records.
Use View invoicesto open this customer's full invoice list, or the Recurring and Credit notes segments to drill into those. View statement opens a point-in-time customer statement, described next.
A clean, printable summary of everything the customer currently owes.
Click View statementon the Billing card to open the customer statement — a snapshot of the customer's open invoices as of right now. It is the document you send a customer who asks “what do I owe you?”
Use Download / printto print the statement or save it as a PDF through your browser's print dialog, ready to attach to an email or hand to the customer.