How do I show a client their full outstanding balance

To provide a client with a complete picture of what they owe, you can generate and attach a Debtor Statement.

A Debtor Statement includes:

• Current charges from recent invoices
• Any unpaid older invoices
• The total outstanding balance across all files for that client

Where to Find It

1. Go to the top menu and select Report > Dashboard
2. Navigate to Debtors > Debtor Statement.
3. Generate the statement and send or attach it to your client communication.

This ensures your client receives a clear summary of all amounts payable, not just a single invoice.

Tip: Available from the Reports Dashboard>Debtors>Debtor Statement