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Client Statements

How to generate and send client statements in Rounded

Written by Oliver Garside

Rounded produces two types of client statements:

  • Outstanding invoices

  • All Invoices and payments

  1. From the main navigation menu on the left hand side you can go to either:

    1. Invoicing → Client statements, then pick the client.

    2. Clients → hover the client → click the three dots → Statements.
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  2. Choose the statement type:

    1. Outstanding invoices (default)

    2. Invoice and payment history (shows opening balance, invoices, and payments for the date range)
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  3. Set the date range for the period you want.
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  4. (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.
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  5. 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!

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