---
key: generate-a-statement
title: Generate a statement
audience: staff
section: sales-billing/statements
routes: ["/statements"]
permissions: ["billing.statements.create"]
features: ["billing.statements"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Build a statement of invoices and payments for one customer or a batch of customers over a date range, then lock it so it can be sent.
keywords: [account statement, customer statement, balance summary, aging, month end, batch statements]
related: [send-a-statement, create-an-invoice, record-a-payment]
---

In the sidebar, open **Sales & Billing**, then **Statements**, then **Statements**. The page address is `/statements`.

A statement sums up one customer's invoices and payments over a period and shows what they still owe. Nova builds it from the invoices and payments already recorded, so nothing here changes a balance.

## Before you start

- Your role needs permission to create statements. If you do not see **Batch generate**, ask your admin.
- Statements always use your organization's currency.

## Steps

1. Press **Batch generate**. The **Generate Statements** panel opens above the list. (The same button now reads **Hide generate**.)
2. Under **Add accounts**, search for a customer and press **Add account**. Repeat for every customer you want a statement for. If you already filtered the list to one customer, **Add filtered account** adds them in one press.
3. Leave **Statement ID** blank to let Nova number the statement.
4. Set **Period start** and **Period end**. Every statement in the batch covers the same period.
5. Press **Generate statement** for one customer, or **Generate batch** for several. Each customer gets their own statement as a **Draft**.
6. Open a draft in the list and press **Lock**. A locked statement reads **Ready to send**, and only a locked statement can be sent.

## What you see

- The list shows each statement's number, period, account scope, **Status** (**Draft**, **Ready to send**, **Sent**, **Canceled** or **Superseded**) with its delivery state, balance and aging.
- Open a statement to see its **Opening**, **Activity**, **Closing** and **Overdue** figures, the invoices and payments inside it under **Aging and open documents**, and every earlier copy under **Version history**.
- **Preview / print PDF** opens the saved PDF in a new tab. **Download PDF** saves it.
- Open the **Filters** panel to narrow the list by **Status**, **Delivery**, **Viewed**, period dates, or **Only statements with overdue balance**.

## If something looks different

- The figures are wrong because a payment was recorded after the statement was made: open the statement's actions menu and choose **Regenerate**. Nova asks why, keeps the old version, and builds a new one.
- You made a draft by mistake: the actions menu offers **Cancel draft**. A cancelled draft can no longer be locked or sent, but stays on record.
- **Batch generate** is greyed out while you are inside a statement made in an older currency: go back to the list first.
- Want statements to go out on their own every month? That is **Statement Schedules**, under **Sales & Billing**, then **Statements**, in the sidebar. It shows when your menu size includes advanced pages; ask your admin.

[[route:/statements|Open Statements]]