Statement of account

Loopit makes it easy to send a statement of a person or companies invoices. The statement of account can be generated with only overdue invoices or all issued invoices regardless of payment status. It can be used as an effective tool should a customer get into a situation of multiple overdue invoices.

How do I generate a statement?

1

Go to the person, company or booking

2

Select Billing > Invoices

3

Press "Statement"

A dialog will open allowing you to either include only overdue or all issued invoices

4

Press Generate

A PDF will be instantly generated and download in your browser.

How can a user pay?

The statements include a QR code beside each invoice that allows the user to scan and pay instantly. This will aid with debt recovery by streamlining the steps for users.