> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/clients/statements.md).

# Statements

When a client asks for a statement, switching to your accounting system and finding their account slows you down. In OrderEazi, you create a client's statement from your accounting system's figures, without leaving the client list. The statement shows only what's in your accounting system.

### Before you start

You'll need the **Generate Statement** permission, in the **Clients** permission group. Statements work when your organisation uses [Sage One](/central/order-management/integrations/accounting-system/sage-one.md) or [Xero](/central/order-management/integrations/accounting-system/xero.md).

### How to create a statement

1. In the main menu, select **Clients**.
2. Open the menu on the client and select **Statements**.
3. Set the **From Date:** and **To Date:**. They start as the first and last day of this month.
4. Select **Preview Statement** to open it in your browser, or **Download Statement** to save it as a PDF.

The statement lists each transaction's **Date**, **Reference**, **Description**, **Debit**, and **Credit** for the dates you chose. It shows how much is current and how much is 30, 60, 90, and 120 or more days old, and the amount due and paid. To send it to your client, download it and attach it to an email.

**Example:** A client disputes their October balance. You set the dates to 1 and 31 October, select **Preview Statement**, and see each invoice and payment that month, with R4 500 more than 30 days overdue.

### Options with Sage One

With Sage One, **Statement Options:** has two more choices:

* **Exclude Fully Allocated Invoices:** Show only unpaid transactions.
* **Show Balance Brought Forward:** Combine everything unallocated before the start date into one opening balance line.

### Related pages

* [Client payments](/central/order-management/clients/client-payments.md): see a client's payments and allocations
* [Clients](/central/order-management/clients.md): find the client