Send a customer statement
A statement lists every open invoice for one customer: what is paid, what is left, how late, and a total. It is built fresh each time, never on a schedule.
Where to find it
Open Dashboard, then Customers, then that customer, then Statement.
Three ways to get it out
- Print: opens your browser's print dialog.
- Download CSV: the same numbers as a spreadsheet file.
- Email to [address]: add an optional line above the statement, then press it. A 30-second countdown starts; press Undo or close the page before it ends and nothing sends.
A reply to a statement email comes to your Inbox, same as a reminder reply.
Who gets left out
You cannot email a statement to a customer with no email on file, who has unsubscribed, or who owes nothing right now. The Email button is replaced with the reason when one of these applies.
What it does not do yet
There are no scheduled or monthly statements and no bulk send: each one is a single, manual action for one customer. Amounts shown are the invoice balances Mugavi holds; payments and credit notes are not shown as separate lines.
Stuck? Write to hello@getcollectly.app, replies within one business day. See more help pages or how we handle your data.