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A statement is a one-page summary you send an account customer to remind them what they owe. It lists every invoice that’s still open and groups the balance by how old each invoice is. Statements live on the Business page, alongside invoices and credit notes. You can send one customer at a time or run a batch for everyone with an outstanding balance. Sending requires the Invoices (Manage) permission.
This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.

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What’s on a statement

A statement is a dunning document, not a period activity report. Each one shows:
  • Every invoice for that customer that’s currently unpaid or partially paid, with its date, number and balance due
  • The total outstanding across those invoices
  • An aging table that splits the total into four buckets by invoice age
The aging buckets are:
BucketInvoices aged
Current0–30 days
31–60 days31–60 days
61–90 days61–90 days
91+ days91 days and older
There’s no opening or closing balance and no list of payments received. A statement is the picture of what’s still on the slate, right now.

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Sending one customer a statement

1

Open the Business page and pick the customer

Find the customer in the left-hand list. The action buttons appear on their row.
2

Download or email

Click Statement to download the PDF, or Email Statement to send it to the customer’s email address on file.
The statement covers whatever is outstanding at the moment you click — there’s no date picker. If the customer has nothing open, the buttons don’t apply to them.

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Sending statements in bulk

When you’re chasing payments at month-end, the bulk flow saves you opening each customer in turn.
1

Open Bulk Statements

On the Business page, click Bulk Statements in the action bar at the top.
2

Pick your customers

The screen lists every customer with at least one outstanding invoice. Use the search box to narrow the list, then tick the customers you want to send to. There’s no date range — statements always reflect the current balance.
3

Confirm the preview

Before sending, Digital Florists shows you how many customers will be sent a statement and how many outstanding invoices that covers. Review the numbers, then confirm to send.
4

Review the result

Once the run finishes, you’ll see a summary of how many were sent, skipped, or failed.
Customers without an email address on file are skipped silently — they won’t fail the run, but they also won’t receive a statement. If you need a copy for those customers, download a single statement from their row instead and post or hand it over.

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CC every statement to a shared inbox

If you want a finance inbox to receive a copy of every statement you send, set the Statement CC address in Settings > General > Invoicing. Every statement email — single or bulk — picks up that CC automatically.

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Checking what was delivered

To confirm a statement reached the customer, open their record from Customers and switch to the Notifications tab. Each entry shows whether the email was sent, failed, or is still pending. Most failures come down to a typo in the email address. Fix the address and resend from the Business page.

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When to send a statement vs chase invoices individually

Both have their place. The rule of thumb:
  • Send a statement when a customer has several open invoices, or when you want a clean summary for month-end. One document, one number to pay.
  • Re-email a single invoice when there’s only one outstanding, or when the customer says “I never got that one”. Use Search Invoices on the Business page to find it and resend.
A statement doesn’t replace the underlying invoices — the customer still pays against invoice numbers, and you still reconcile those invoices when payment arrives.

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Common questions

No. Statements always cover whatever is outstanding right now. If a customer is asking for a historical view, the invoice and reconciliation records on the Business page give you the same picture in more detail.
They won’t appear in the Bulk Statements list, and the per-customer Statement button isn’t useful for them — a statement with no outstanding invoices isn’t a document worth sending.
No. Only invoices marked unpaid or partially paid are included. As soon as you reconcile a payment, that invoice drops off the next statement.
No. A statement is purely informational — it doesn’t move money, change invoice status, or apply credit. It’s a snapshot you send out.
Statements are dashboard-only. Sign in to Digital Florists from a browser to send them.

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What’s next?

Invoicing

Combine a month’s account orders into one invoice per customer.

Financials

Per-customer invoice management and payment reconciliation.

Credit management

Credit notes, manual adjustments, and customer credit.

Customers

Check the notifications tab to confirm a statement was delivered.
Last modified on June 1, 2026