---
title: "Send balance forward statements"
slug: "send-balance-forward-statements"
updated: 2026-03-27T18:11:33Z
published: 2026-03-27T18:11:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send balance forward statements

## Overview

Send balance forward statements to give your customers easy-to-read and up-to-date statements. A balance forward statement contains a list of transactions within a specified time period and a balance forward amount which is carried over from your previous transactions not included in your specified time period.

[Send balance forward statements Video](https://fast.wistia.net/embed/iframe/mitks92bxq?web_component=true&seo=true&videoFoam=false)

## 

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#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- The *View/email customer statements* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- Send balance forward statements if your customer has outstanding transactions that span a few months but you want to list transactions on the statement for a specific time period.
- If your customer has multiple outstanding invoices, balance forward statements help ensure you collect all the money owed by your customer.
- To help you avoid sending statements to the same customers too frequently, you can specify the number of weeks that you must wait between sending statements in bulk by email and print. For details, see [Send customer statements](/v1/docs/send-customer-statements).

## Send balance forward statements

1. Go to the navigation bar and click **Accounting**.
2. In the side menu, click **AR Management**.
3. From the *Statement Type* dropdown, select **Balance Forward**.

> [!NOTE]
> **Note:** You can also select *As Of Date*. For details about this type of statement, see [Send customer statements](/v1/docs/send-customer-statements).
4. Click the **Date Range** field, and in the date range dropdown, select a **Start Date** and **End Date**, and click **Apply**.
  1. The transactions listed in the statement are within this date range.
  2. The balance forward amount is calculated from all outstanding invoices as of the *Start* date.
  3. The balance due amount is calculated by taking the total of all outstanding invoices within the selected date range.

> [!NOTE]
> **Note:** The balance due amount as of the End Date may not match the customer’s current balance due. For example, if a customer had a balance due during the selected date range but paid their balance due after the End Date, that customer will still show a balance due because the date range ended before their payment date.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-balance-forward-statements-image-1njej63s.png)
5. Select any additional filters to narrow the list of customers to whom you want to send a balance forward statement.
  1. **Invoice Export Status:**Select **All**, **Posted and Exported**, or **Exported**to see customers who have an invoice with that status.
  2. **Min. Days Past Due:**Enter a number to see customers whose invoices are past due for a minimum number of days.
  3. **Business Unit:**Select **All**or a business unit to see only customers associated with that business unit.
  4. **Customer Type:**Select **All**, **Commercial**, or **Residential** to see those types of customers.
  5. **Payment on File:**Select **All**, **Yes**, or **No**to see customers who have or have not made a payment.
  6. **Email Preference:**Select **All**, **Email**, **Mail**, or **None**to see customers with that email preference.
  7. **Status:**Select **All**, **Sent**, or **Not Sent** to see customers for which you have or haven’t sent an invoice.
6. When you’re done, click **Apply**.
7. Select one or more customers to whom you want to send a statement.

> [!NOTE]
> **Note:** To select all customers, in bulk, select the checkbox next to the *Customer*heading.

![Selected customer 'Brittney H' with one invoice in the actions table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-balance-forward-statements-image-s9muvxmn.png)
8. Click the **Actions**dropdown and select how you want to send the statement.
  1. **Email Statements:**A flyout opens. Review the details for the email and click **Preview**to review the statement before sending it to your customer, and click **Send** when you’re done.

> [!NOTE]
> **Note:** If customer information is missing, such as the email address, you can see it in the To section of the flyout. Click the **arrow**to expand the To section and see which customers are missing information. You can add, edit, or delete email addresses as needed. Select **Add to Customer** to save an added email address to a customer’s records. After you send the statement, the Status column updates to Sent on date for the selected customers.
> 
> For more on managing your email template, see [Send customer statements](/v1/docs/send-customer-statements)*.*
  2. **Print Statements:**A PDF of the selected statements opens in a new window which you can print
  3. **Print Statements and Mark as Sent:**The PDF print version of the selected statements opens in a new window that you can print out. The *Status*column updates to *Sent on date*for the selected customers.
  4. **Charge Balance:**If you use [ServiceTitan Payments](/v1/docs/accept-payments-in-servicetitan) and the customer has a payment method on file and a balance, you can charge the customer. This action requires permission to use. For more information see [Bulk charge customers](/v1/docs/bulk-charge-customers).

![Statement showing invoices, amounts due, and balance for Freddy M. from Good Company.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-balance-forward-statements-image-e17wpkaa.png)

## Want to learn more?

- See [Use, view, edit, and deactivate payment terms](/v1/docs/use-view-edit-and-deactivate-payment-terms)
- See [Send customer statements](/v1/docs/send-customer-statements)