Client statements

For firms that bill in BMS

This applies when your firm raises its invoices in BMS. A firm whose money lives in MYOB AE raises its bills in MYOB AE; see How billing works when MYOB AE holds the money.

Billing > Receivables lists who owes money, by age. Press a client to open their statement.

Billing > Receivables.

A client statement.

The statement shows the client’s Balance, Overdue and Credit, then every invoice and payment by month with a running balance. The download button saves it to send to the client.