thread Re: statement of account in Payments Troubleshooting

Is there a way to send a statement of account instead of emailing individual invoice reminders?

chocolatemann — Tue, 18 Nov 2025 07:58:44 GMT

I have clients with outstanding invoices. Is there a way to sent them a statement of their account instead of emailing them individual reminder emails for each invoice?

ie. right now if someone has 12 outstanding invoices I have to sent 12 email reminders. I want to sent one email with all the outstanding invoices listed.

Re: statement of account

SammyGrace2414 — Sat, 21 May 2022 22:49:56 GMT

I'm not seeing a way to create a statement, were you able to find a way to do it?

Re: statement of account

JJ_ — Sat, 21 May 2022 22:58:47 GMT

At this time this is considered a feature request. I recommend you submit a Feature Request here. This will help our product team get visibility and track other Sellers' interest in your request.

Important: When submitting a request, make sure to include the desired feature, and provide the details of how this feature will help your business succeed (how would you use it and what you expect from it).

In the meantime, some advice I could give is to email the Seller from your personal or business email with the Summary of what they owe.

I hope this information is helpful @chocolatemann

Re: statement of account

chocolatemann — Tue, 24 May 2022 14:05:18 GMT

We found a way! The way to send a statement is to go to

INVOICES → REPORTS→ locate the client → ∙∙∙ → send reminders → select the invoices you want to send

its not very intuitive, this option should be available from the customer profile, not reports

Re: statement of account

SammyGrace2414 — Thu, 26 May 2022 23:53:21 GMT

Awesome work around!