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Customer Statements & Aging

Every customer who owes you money on one screen, largest balance first. One click turns any of them into a statement covering the period you choose: activity, running balance, aging and the amount due.

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Send every statement in one batch.

See who owes what, select the customers, and email their statements together. Each one lays out invoices, payments and the balance due, with aging buckets at the top.

Presented by one of the AI assistants built into the app. A real screen recording of the software.

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The Whole Account, Not Just the Latest Invoice

A customer holding several open invoices rarely needs another copy of one of them. They need to see the account: what was billed, what has been paid, and what is left. Kantivo assembles that from the invoices, payments and credit memos already in your books. Producing a statement posts nothing and changes no balance.

1

Set the Period

Choose start and end dates. They default to the twelve months ending today.

2

Pick the Customer

The list shows only customers with a balance, with their email, open invoice count and amount owed.

3

Print or Save PDF

Review the statement on screen, then print it or save it as a PDF to send.

📊 Receivables at a Glance

Before you produce a single statement, the screen tells you where you stand.

  • Total outstanding across all customers
  • Number of customers with a balance
  • Customers ranked by amount owed, so the biggest accounts come first

🧾 Activity With a Running Balance

The statement reads top to bottom like a bank statement.

  • Beginning balance from unpaid invoices dated before the period
  • Invoices, payments (with the invoice paid and the method) and credit memos in date order
  • A running balance on every line and totals at the foot
  • The amount due set apart so it cannot be missed

⏳ Five Aging Buckets

Open invoices are grouped by days past their due date: Current, 1-30, 31-60, 61-90 and Over 90.

  • Measured from due date, not invoice date
  • Shows the customer which items are urgent
  • Tells you which accounts to call rather than mail

🖨️ Print-Formatted Output

The statement opens in a clean print layout and goes to your system's print dialog.

  • Print on paper for mailing
  • Choose Save as PDF to attach to an email
  • Headed with your company name, statement date and period
  • Customer name, company, email, phone and address from their record

Built Into Month-End Collections

Because the list is already filtered to customers who owe you and sorted by size, a month-end statement run is a matter of working down it. Pair the statements with the accounts receivable aging report for the firm-wide picture, and the conversations about overdue money start from the same numbers on both sides.

Frequently Asked Questions

Does a statement change anything in my books?

No. It reads existing invoices, payments and credits. Nothing is posted.

Are paid invoices shown?

Yes. Every invoice dated in the period appears, with its payment on a separate line, so the customer can follow the balance from start to finish.

How do I send statements to customers?

Save each statement as a PDF from the print dialog and attach it to an email. The customer's email address is shown beside their name on the statements screen.

Show Customers Exactly Where They Stand

Start a free 30-day trial and produce your first statement from your own receivables.

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