Send professional account statements to every customer. Show transaction history, open balances, and aging breakdowns so clients always know exactly what they owe.
Try It FreeInvoices tell a customer what they owe for a specific job or order. Statements tell them the story of their entire account over time — every invoice raised, every payment received, every credit applied, and what is still outstanding. For customers with multiple open invoices or a long billing history, a clear statement is far more useful than a pile of individual invoice PDFs.
Kantivo generates polished, professional-looking statements in seconds. Choose the format that matches how your business bills — transaction-by-transaction detail, open items only, or a rolling balance carried forward each period. All three formats are built in and available for every customer in your system.
Pick a single customer or use batch mode to generate statements for all customers with outstanding balances at once.
Select Transaction, Open Item, or Balance Forward format depending on what you want the statement to show.
Define the statement period. Kantivo pulls all relevant transactions and calculates aging buckets automatically.
Preview the statement, download it as a PDF, or send it directly to the customer from inside the app.
Different customers and industries call for different statement styles. Kantivo supports all three standard formats without any extra setup.
Every statement includes a built-in aging summary that shows how long outstanding balances have been sitting unpaid.
When month-end arrives, do not generate statements one by one. Batch mode lets you produce statements for every customer in your system with a single action.
Every statement is formatted for clean printing or digital delivery. No formatting cleanup required before sending to customers.
Businesses that send regular account statements get paid faster. When customers receive a clear summary of what they owe — with due dates and aging highlighted — they are far more likely to act on it than when they have to piece together their balance from a stack of old invoices. Statements also reduce the number of "I never got that invoice" disputes because the complete transaction history is right there in front of both parties.
Kantivo's statement module is especially valuable for businesses that work with repeat clients on open accounts — service companies, wholesale distributors, contractors, and professional practices of all kinds. Send monthly statements as a matter of course and watch your average days outstanding shrink.
A Transaction Statement lists every invoice, payment, credit, and adjustment that occurred during the statement period in chronological order — it is the most detailed format. An Open Item Statement shows only invoices that are currently unpaid, regardless of when they were issued — useful for collections. A Balance Forward Statement starts with a carried-over balance from the previous period and then lists new activity, similar to a bank statement — preferred by businesses that bill on account monthly.
Aging is calculated from the due date of each unpaid invoice to the statement date. Kantivo automatically sorts outstanding balances into the standard aging buckets — Current, 1-30 days, 31-60 days, 61-90 days, and over 90 days — and displays a summary table at the bottom of each statement. No manual calculation required.
Yes. Batch generation lets you produce statements for all customers who have an outstanding balance in a single step. You can optionally filter the batch to include only customers whose balance exceeds a minimum threshold, so you are not generating statements for trivial amounts.
Yes. Statements use your company profile information including your business name, address, phone number, and logo. The output is a clean, professional document that is ready to send to customers without any additional formatting.
Statements can be downloaded as individual PDFs and sent via your normal email workflow. Direct in-app email delivery to customers is on the roadmap for a future release.
Start your free 30-day trial. Generate your first professional statement in minutes and reduce the time you spend chasing outstanding balances.