Download a customer statement

A statement lists everything a customer was invoiced, paid and credited, and what they owe you today. Send it when a customer asks where they stand.

  • L1 · Everyday
  • WhereAll countries
  • WhoOwner, Editor, Accountant
  • PlanBasic and up
  • Timeabout 1 min

Before you start

  • The customer has at least one issued invoice.

Steps

  1. Open the customer from Customers & suppliers.

    The Statement panel shows what they owe you today.

    Step 1: Open the customer from Customers & suppliers.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen
  2. Press Download statement.

    The statement opens as a PDF in a new tab. Save it or print it from there and attach it to your email.

    This step happens outside Deline.

If something goes wrong

  • The amount looks wrong: check for payments not yet recorded, then download again.

Last checked 2026-11-07 by the guide runner on build c5fbd2fa6 (Deline 12a482996) (local Deline stack, desktop and phone).