Generate a statement

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.

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• The list shows each statement's number, period, account scope, Status (Draft, Ready to send, Sent, Canceled or Superseded) with its delivery state, balance and aging.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.

Open Statements