Accessing Invoice Statements
Navigate to: Reports → Invoice Statements
You’ll land on the Invoice Statements Dashboard, which shows an overview of outstanding receivables across all clients.
Viewing Statement Summary Metrics
At the top of the dashboard, you can view key financial metrics such as:
Total Outstanding Amount
Total Invoices Due
This helps you quickly assess your overall receivables health.
Viewing Client Statement List
Below the summary, you’ll see a list of clients with:
Total Outstanding
Credits
Unpaid Invoice Count
Last Payment Received
View Statement action
This allows you to prioritize collections and identify high-risk accounts.
Viewing a Client StatementClick View Statement to open a statement preview for a specific client.
The statement includes:
MSP branding and client details
Statement period
Account Summary (Total Outstanding, Credits, Net Due)
Reviewing Invoice & Payment Details
Inside the statement preview, you can switch between tabs:
Unpaid Invoices - Shows all open invoices (sent to client) with due dates and amounts.
Paid Invoices - Lists invoices that have already been settled, including last payment date.
Payments - Displays payment history, payment methods, and applied invoices.
Viewing Applied Invoice Details
Clicking on applied invoices opens a popup view showing:
Invoice list
Invoice total
Status
Amount applied per invoice
This ensures clear payment tracking and audit visibility.
Exporting Statements as PDF
You can export a client-ready PDF statement, which includes:
Outstanding invoices
Payments received
Credits or retainers
Net amount due
MSP contact details
Each client receives a separate statement PDF.
Sharing Invoice Statements
Use the Share option to send statements to:
Clients
Internal team members
External users
You can customize the message and control access settings before sharing.
Invoice Statements in SuperOps help streamline your billing workflow by bringing invoices, payments, and credits into a single, clear view. They enable professional payment communication, reduce manual follow-ups, improve collections and cash flow, and give clients a transparent summary of their account status.