Your account statement

A single running view of your account with this firm — invoices, payments and credits together, rather than one document at a time.

When you would use this: to see the overall balance across everything, or to reconcile your own records against this firm's over a period.

Steps: open "Statement". Rows are listed with a running balance, most recent first (or as the firm has arranged it); use it alongside your invoice list rather than instead of it — each entry links through to the document behind it.

When it refuses: if "Statement" is missing from your menu, this firm has chosen not to offer it to its customers; ask on "Contact us" if you would find it useful, or use the individual Invoices and Credit notes pages instead — the same figures live there.