Print or email a complete billing picture for any customer — every invoice, every payment, every dollar still outstanding — with overdue balances broken down by age.
Try It FreeWhen a customer carries five open invoices from different months, sending invoice number 3 again doesn't really help them act. What they need is a consolidated statement that shows the whole picture: what was billed, what was paid, and the exact balance still due. Kantivo produces that document in seconds — formatted cleanly for printing or for emailing as a PDF.
Account statements are one of the most underused tools in small business collections. Companies that send them on a regular cadence — particularly at month-end — collect faster and spend much less time on follow-up calls. When the customer can see the entire history at a glance, the room for confusion or dispute disappears.
Pick a single customer for a targeted statement, or run a batch to produce statements for every account with an open balance at once.
Select Transaction, Open Item, or Balance Forward format. Set the start and end dates that bound the statement period.
Download a print-ready PDF for each statement. Your company name, address, and logo appear automatically on every page.
Pick the layout that matches how your business bills. All three standard formats are available for every customer with no additional setup.
Each statement embeds an aging summary so customers can immediately see how long each unpaid invoice has been outstanding.
At month-end, generate statements for the entire customer base in one action — no need to open each customer record individually.
Every statement renders as a clean, properly formatted document that represents your business well — no spreadsheet cleanup, no manual reformatting.
Any business that bills on account — meaning customers receive goods or services before paying — gets value from a regular statement cadence. That includes wholesalers and distributors with net-30 or net-60 terms, professional services firms billing monthly retainers, contractors with clients on extended projects, and healthcare or specialty practices billing insurance and patients separately.
For these businesses, statements aren't optional — they're how receivables stay under control. Kantivo makes it easy to fold them into the regular billing cadence without adding meaningful admin time.
Pick Transaction format when customers want a complete record of every event in the period — best for high-frequency billing or customers prone to disputes. Pick Open Item when you only want to show what's unpaid — ideal for collections outreach. Pick Balance Forward when you bill monthly on account and want the statement to read like a monthly summary with a carried-forward balance — common in wholesale and distribution.
Aging is calculated from each unpaid invoice's due date through the statement date. An invoice due 45 days ago lands in the 31–60 bucket. Kantivo runs this calculation automatically when you generate the statement — no manual sorting required.
Yes. The batch statement feature creates a separate PDF for every customer with an outstanding balance. A minimum-balance filter — for instance, only include customers owing more than $50 — keeps the batch focused on accounts worth following up on.
Yes. Partial payments against an invoice and applied credit memos appear as their own line items on the statement. The running balance reflects the exact net owed after all activity.
Yes. Kantivo pulls company name, address, phone, and logo from your company profile and renders them in the statement header. Every statement looks like it came from your business — not from generic accounting software.
Begin a free 30-day trial. Send your first statement today and see how quickly customers respond when the balance is unmistakably clear.