Track a customer's balance and share a statement

See who owes you and send a clear statement of their account.

Open the customer

Go to Get Paid → Customers and open the person you want to check.

Read their balance

The top of their page shows what they owe (or any credit they hold) and a list of every invoice, payment, and return.

Share a statement

On the Statement tab, use Copy link for a secure link the customer can open, or the Email and PDF options to send them a tidy summary.