Payment & Tax
Statement of Account
A running statement of every invoice, payment and balance for a client or project - the one document that settles "what do I actually owe you?".
Low risk
General use - safe to send as-is once you've filled the gaps.
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When to use this
- •A client has several open invoices and payments
- •You need to show the full balance owing across a project
- •Reconciling the account before chasing payment