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Balance
$0.00
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Before applying: Apply payment confirms before posting, then offers 30-second Undo.
Adjust balance always requires Manager PIN — used only for write-offs, bounced check reversals, or correcting prior posting errors.
Both actions are recorded in the activity history.
Loose input is fine: amounts accept $500, 500, 500.00, or 500,00. Dates accept 3/12/26, 2026-03-12, or Mar 12. Phone numbers accept dashes, dots, parens, or none.
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How much this customer owes you, grouped by how long the invoice has been open. Payments are applied to the oldest invoice first. 90+ days = serious — consider Send statement or Adjust balance.
Open invoices
Each row shows when the invoice was rung up and how much is still owed on it.
Quick periods:
Pick a period (or use defaults), then preview or send.
Before you send
The statement will be emailed to (no email on file) for the period above. Manager PIN is required if this account is on hold or 90+ days late. After sending you'll have a 5-second Undo in the toast.