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Client Account Statements

Account statements give you (and your clients) a clear picture of what’s owed. LiteWork compiles all outstanding invoices for a contact into a single statement showing amounts, aging, and total balance due.

What a Statement Shows

  • Outstanding invoices: All unpaid or partially paid invoices for the client
  • Aging data: How long each invoice has been outstanding
  • Recently paid invoices: Invoices paid within the last 30 days (optional, configurable up to 90 days)
  • Xero credits: Credit notes and overpayments from Xero (if connected)
  • Total balance due: The net amount the client owes

Viewing a Statement

  1. Open a contact from your contacts list
  2. Look for the Outstanding tab or section
  3. The statement view shows all unpaid invoices for that contact with their due dates and amounts

You can also view a summary across all contacts with outstanding balances, giving you a snapshot of your total receivables.

Statement Options

Recently Paid Filter

Toggle to include invoices paid within a recent period. The default lookback is 30 days, and you can extend it up to 90 days. This is useful for giving clients a complete picture of recent account activity.

Xero Credits

If your company is connected to Xero, statements automatically include credit notes and overpayments that reduce the balance due. These are fetched from Xero in real-time.

Sending Statements

You can email statements directly to your clients:

  1. View the statement for a contact
  2. Click “Send Statement”
  3. Review the email and recipient
  4. Send

Scheduled Statements

Set up automatic statement delivery on a recurring schedule so clients receive regular reminders of their outstanding balance without manual effort.

Payment Links

If you’ve set up Stripe payments, you can generate payment links for individual invoices on a statement, making it easy for clients to pay directly.

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