Rounded produces two types of client statements:
Outstanding invoices
All Invoices and payments
From the main navigation menu on the left hand side you can go to either:
Invoicing → Client statements, then pick the client.
Clients → hover the client → click the three dots → Statements.
Choose the statement type:
Outstanding invoices (default)
Invoice and payment history (shows opening balance, invoices, and payments for the date range)
Set the date range for the period you want.
(Optional) If you have multiple brands set up you can change branding on your client statements by temporarily making the relevant invoice template the default, then switch it back after.
Share it by emailing the PDF from the system, or download the PDF to print or share elsewhere.
NOTE: Payments made after the end date won’t show in the balance.
Remember to download the Rounded mobile app!
