---
title: "Send customer statements"
slug: "send-customer-statements"
updated: 2026-05-22T21:46:14Z
published: 2026-05-22T21:46:14Z
---

> ## 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 customer statements

## Overview

View, print, and email statements to customers directly from ServiceTitan. This helps you collect payments for outstanding invoices for work performed.

A customer statement includes a summary of previous invoices and totals billed to that customer. Statements include:

- **As Of Date:** Shows transactions as of a certain date, which allows you to generate a list of outstanding transactions, such as transactions not paid or not fully paid, as of that date.
- **Balance Forward:** Shows transactions within a specified time period and a balance forward amount, which is carried over from previous transactions not included in the specified time period. For more, see [Send balance forward statements](/v1/docs/send-balance-forward-statements).

[Send customer statements Video](https://fast.wistia.net/embed/iframe/7itmphy8lu?web_component=true&seo=true&videoFoam=false)

## 

---

### 

#### Who uses this feature

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

#### Feature configuration

- [Accounting and email permissions](/v1/docs/send-customer-statements#set-up-permissions) are required to use this feature. Please contact the account administrator on your team.

## Things to know

- You can [customize the template](/v1/docs/customize-email-templates) used to email statements.
- You can change or remove invoice details on the statement, specifically, technician names if invoices haven't been exported or are editable in ServiceTitan.
- To see which invoices have already been sent to a customer, go to the navigation bar and select **Accounting > Invoices** and use the filter function to filter the invoices by status and customer.
- Statements cannot be sent separately by business unit through the Customer Record. You can send invoices in bulk and grouped by business unit, using the Invoices module in the Transaction Hub. Filter the invoices by business unit and select the invoices you want to send. For more, see [Bulk Invoice actions](/v1/docs/use-invoices-module-in-the-transaction-hub#bulk-invoice-actions).
- An invoice on a job in progress will appear on the statement if a payment was collected for that invoice.

## Use cases

For example, you have several jobs for one customer. You can send them a statement summarizing their account rather than having to send them multiple invoices.

## Set up permissions

Before you begin working with customer statements in ServiceTitan, ask your system administrator to set the appropriate [permissions for individuals](/v1/docs/set-permissions-for-an-individual-employee-or-technician) or [permissions for roles](/v1/docs/set-permissions-for-an-employee-or-technician-role).

| To... | Enable this permission |
| --- | --- |
| Create or edit a statement email template | Edit Email Setting |
| View, print, or email statements | View/Email Customer Statements |
| View, print, or email statements individually or in bulk from the AR Management screen | AR Management |
| Charge balance in AR management | Bulk charge statement balance |

## Limit how frequently you can send customer statements in bulk

If you send customer statements in bulk, you can specify the number of weeks that must wait between sending email and print statements in bulk. This helps ensure you don’t send statements to the same customers too often. The frequency appears on the **Accounting** > **AR Management** screen so you can filter statements and control which statements to send.

1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**.
2. In the side panel, go to **Invoicing**> **Customer Statement**.
3. Enter the number of weeks in the **Statement Send Frequency** field.
4. When you're finished, click **Save**.

## View and print customer statements

1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer or location record for which you want to view or print a statement.

> [!NOTE]
> **Note:** If a customer prefers to receive statements by email, mail, or both, their preference appears near the top of the statement.
2. If you’re looking at a customer record, go to the *Balance Due* section and click **Print ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-print.png)**. You can also click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png) > **Statement Actions** > **Print Statement**. ![User interface showing payment options and statement actions for account management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-customer-statements-image-m4l7o0hj.png) If you’re looking at a location record, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png) > **Print Statement**. The customer statement opens in a new browser tab.
3. Use the print option on your browser to print the statement.

## Email customer statements

1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer or location record for which you want to email a statement.

> [!NOTE]
> **Note:** If a customer prefers to receive statements by email, mail, or both, their preference appears near the top of the statement.
2. If you’re looking at a customer record, go to the *Balance Due* section and click **Mail ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail-outline.png)**. You can also click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png)> **Statement Actions** > **Email Statement**. ![User interface showing payment options and statement actions for account management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-customer-statements-image-3e2pcyqh.png) If you’re looking at a location record, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png) > **Email Statement**. The *Email Statement* screen opens.
3. In the **From** field, enter the sender's name.

> [!NOTE]
> **Note:** You can only use custom From and Reply-To addresses on no-reply emails if the domain is approved. If it isn't, ServiceTitan replaces them with a standard no-reply address, such as [noreply@onservicetitan.com](mailto:noreply@onservicetitan.com) or [auto-noreply@onservicetitan.com](mailto:auto-noreply@onservicetitan.com).
4. In the **Sender email** field, enter the sender's email address.
5. In the **New email address** field, select the customer's email address that's on file or enter a different one.

> [!TIP]
> **Tip:** To add the new email address to the customer profile, select **Save to customer record**.
6. If you want to, edit the **Subject** and **Body** of the email.
7. When you’re finished, click **Send**. The statement is attached to the email as a PDF.

> [!NOTE]
> **Note:** Any statements that aren't emailed successfully show as *Not Sent* in the *Last Emailed* column, or if previously sent, they retain the date they were last emailed. This error is primarily caused by invalid email addresses. Please verify that the email addresses for those accounts are set up properly and contact Technical Support if issues persist.

![Table showing email status with highlighted 'Not Sent' entry for clarity.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-customer-statements-image-ezj0ia41.png)

## Email or print statements in bulk from AR Management

1. Go to the navigation bar and click **Accounting**.
2. In the side menu, click **AR Management**. A table displays a list of customers with outstanding balances.
3. Click the **Statement Type** dropdown and select **As Of Date**.

> [!NOTE]
> **Note:** You can also select Balance Forward. For details about this type of statement, see [Send balance forward statements](/v1/docs/send-balance-forward-statements).
4. Use the filters to view specific statements:
  1. **Date Range:**Start and end dates of statements.
  2. **As Of Date:**All open statements based on the As Of Date.
  3. **Invoice Export Status:**Select **All**, **Posted and Exported**, or **Exported**to see customers who have an invoice with that status.
  4. **Min. Days Past Due:**Customers with an invoice that is overdue by a number of days.
  5. **Business Unit:**Customers who have an invoice associated with a specific business unit.
  6. **Customer Type:**Customers who have an invoice associated with a specific customer type.
  7. **Payment on file:**Customers who have a payment on file.
  8. **Email Preference:**Customers' statement delivery method (**All**, **Email**, **Mail**, or **None**).
  9. **Status:**Customers with statement status (**All**, **Sent**, or **Not sent**).
5. When you’re finished selecting filters, click **Apply**.
6. Select your customers.
  1. To select all customers, click the **select all** check box in the upper left corner of the table.
  2. Click a **Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png)** on each column heading to filter by specific details. For example, set **Balance** greater than $0 to only generate statements for those with a balance.
  3. Click a column heading to sort the content in each column in descending or ascending order.
7. From the **Actions** dropdown, select an action:
  1. **Email Statements:**Review email details > Select **Attach copy of invoice(s)** at the bottom > Click **Preview** to preview the Statement > Click **Send**.
  2. **Print Statements:**A new browser tab opens and displays PDFs of the selected statements. You can download or print the statements.
  3. **Print Statements & Mark as Sent:**A new browser tab opens displaying PDFs of the selected statements, and the **Status** column of the customer records are marked as *Sent on [date]*.
  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). ![Dropdown menu showing actions like Charge Balance and selected invoice details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-customer-statements-image-cqhj1hjb.png)

> [!NOTE]
> **Note:** Any statements that are not emailed successfully show as Not Sent in the Last Emailed column, or if previously sent, retain the date they were last emailed. This error is primarily caused by invalid email addresses. Please verify that the email addresses for those accounts are set up properly and contact Technical Support if issues persist.

![Invoice table showing customers, balances, and status, highlighting 'Not Sent' for DR Horton.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send-customer-statements-image-96bt78na.png)

## 

## FAQ

---

### 

#### How do I know where the negative balance is coming from?

To find out the cause of a negative balance:

1. Go to the customer's profile.
2. Click the ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png) icon.
3. Select the *Statement Actions* option, then click **Print Statement**.
4. Check whether you see open jobs that are still in progress. The negative balance means there is still a job that is not completed yet.

#### Can I see past statements sent to a customer?

In the customer record, you can see an audit trail of all the statements sent to a customer. Under *Customer Statement Log*, you can view the statement and the message you sent with the email. Click the link in the audit trail to view the statement.

![Customer statement log showing email details and statuses for ACE Properties.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounting---faq-image-fg9w8l2x.png)

#### Can I see past invoice PDFs sent to a customer?

In the job record, you can see an audit trail of all the emails you sent that include invoice PDFs. In the *Email* tab of the audit trail, click the invoice link to view the invoice.

![Email from Tammy regarding an invoice sent to Jack Turner for Good Company Main.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounting---faq-image-adwec16m.png)

#### How do I mass email all overdue invoices?

While [invoices can be emailed in bulk](/v1/docs/bulk-email-invoices), overdue accounts are best managed through the Accounts Receivable (AR Management) section of the Accounting module. This section provides detailed information on aging invoices. Easily group invoices for a single customer into [a statement and email it](/v1/docs/send-customer-statements) as a total amount owing and even [bulk email statements](/v1/docs/send-customer-statements#email-or-print-statements-from-ar-management) to multiple customers at once.

#### Can I include unapplied payments in customer statements?

Currently, ServiceTitan does not support the feature to include unapplied payments in customer statements directly.

#### How do I fix an issue with sending bulk statements?

The issue may be related to your browser. [Clear your browser cache](/v1/docs/servicetitan-tips-and-tricks#clearing-your-cache) and try again. If you are still having issues, contact [Technical Support](http://go.servicetitan.com/ask).

#### How can I hide the technician's name on customer statements in ServiceTitan?

There is currently no option to hide technician names on customer statements in ServiceTitan.

## Want to learn more?

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