Sometimes your customers may have multiple unpaid invoices and it can be helpful to send a friendly reminder of their outstanding balance. We've made that just a few clicks to do.
How it works
Payment Bear's Customer Statements allows you to quickly send an email to your customer containing their current balance and links to the invoices they need to pay. By streamlining this process for your customer, you are more likely to get paid faster and build a better business relationship.
Before sending the Customer Statement, you will be able to view the invoices and include your own personal message.
How to create a Customer Statement
Creating a Customer Statement is easy. Here's how it's done:
- Access the Customer Page for the customer you would like to send the statement to. You can find all of your customers on the Customer Dashboard.
- Press the button labelled 'Send Statement'. This should open the Statement menu containing information about the statement you are about to send.
- You now have the option to customise the email: change recipient email, add a message and include yourself in CC.
- Once you're happy, press the send button and we're done! Your customer will now receive an email reminding them of the invoices due to be paid.
Access the Customer Statement
Check out Payment Bear UK to experience your free of charge, digital invoicing platform for freelancers and small businesses!
