Customer statements

Customer Statements with Invoices, Payments and Credits

Give customers a clear account history without rebuilding it manually from separate invoices and payment records.

Last updated 15 September 2026

A complete account view

Tockly customer statements bring invoices and recorded payments into one chronological account history. Choose the statement period and Tockly calculates the opening and closing balances.

Payments and credits stay accurate

Full payments, part payments, overpayments and customer credit refunds are reflected without counting the same money twice.

  • Opening balance
  • Invoices raised
  • Payments received
  • Customer credit and refunds
  • Closing balance

Ready to share

Statements are generated as professional PDF documents using the business details saved in Tockly, ready to review or send to the customer.

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