> ## Documentation Index
> Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
> Use this file to discover all available pages before exploring further.

# Statements

> Send statements that list a customer's outstanding invoices and aging.

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.

<Info>
  **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](/settings/team).
</Info>

## What's on a statement

A statement is a reminder of what a customer still owes, not a record of every transaction in a period. 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:

| Bucket     | Invoices aged     |
| ---------- | ----------------- |
| Current    | 0–30 days         |
| 31–60 days | 31–60 days        |
| 61–90 days | 61–90 days        |
| 91+ days   | 91 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.

## Sending one customer a statement

<Steps>
  <Step title="Open the Business page and pick the customer">
    Find the customer in the left-hand list. The action buttons appear on their row.
  </Step>

  <Step title="Download or email">
    Click **Statement** to download the PDF, or **Email Statement** to send it to the customer's email address on file.
  </Step>
</Steps>

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.

## Sending statements in bulk

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

<Steps>
  <Step title="Open Bulk Statements">
    On the **Business** page, click **Bulk Statements** in the action bar at the top.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review the result">
    Once the run finishes, you'll see a summary of how many were sent, skipped, or failed.
  </Step>
</Steps>

<Info>
  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.
</Info>

## 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.

## Checking what was delivered

To confirm a statement reached the customer, open their record from [Customers](/business/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.

## 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.

## Common questions

<AccordionGroup>
  <Accordion title="Can I send a statement for a specific date range?">
    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.
  </Accordion>

  <Accordion title="What if a customer has nothing outstanding?">
    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.
  </Accordion>

  <Accordion title="Does a paid invoice still show on a statement?">
    No. Only invoices marked **unpaid** or **partially paid** are included. As soon as you reconcile a payment, that invoice drops off the next statement.
  </Accordion>

  <Accordion title="Does sending a statement change anything on the customer's account?">
    No. A statement is purely informational — it doesn't move money, change invoice status, or apply credit. It's a snapshot you send out.
  </Accordion>

  <Accordion title="Can I run statements from the Digital Florists App?">
    Statements are dashboard-only. Sign in to Digital Florists from a browser to send them.
  </Accordion>
</AccordionGroup>

## What's next?

<Columns cols={2}>
  <Card title="Invoicing" icon="file-invoice-dollar" href="/business/invoicing">
    Combine a month's account orders into one invoice per customer.
  </Card>

  <Card title="Financials" icon="sterling-sign" href="/business/financials">
    Per-customer invoice management and payment reconciliation.
  </Card>

  <Card title="Credit management" icon="receipt" href="/business/credit-management">
    Credit notes, manual adjustments, and customer credit.
  </Card>

  <Card title="Customers" icon="user" href="/business/customers">
    Check the notifications tab to confirm a statement was delivered.
  </Card>
</Columns>