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Monthly statements for trade customers

Print or email a statement with every open invoice, aged 30, 60 and 90+ days.

Open Customers1 min readFor owners, admins, office staff

Customers billed on a monthly statement — usually dealers and fleets — have a Statement button on their customer page. To move a customer onto one, open them, press Edit details and set Billing to Monthly statement, with their payment terms in days.

  • The statement shows what's current and what's 30, 60 and 90+ days old, with every open invoice and how late it is.
  • Print opens your browser's print dialog, where you can also save it as a PDF.
  • Email statement sends it to the customer, with each open invoice, its balance and your EFT details.

Still stuck?

Press Get help in the portal or under More in the Dentz app, or email hello@dentz.co.za. A person answers, usually within the working day.

Updated 2026-09-25

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