Statements

A statement is the running account ledger for one contact: every invoice you send adds a debit (they owe you), every payment you record adds a credit (they paid you), and the balance shows where they stand after each entry. It answers “what does this client owe me right now, and how did we get here?” It is not a bank statement and not a profit-and-loss report. For money in and out of the business, see Finance overview.

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Statements are written for you

You cannot add, edit, or delete a statement entry. There is no button, no form, and no import. The ledger is built entirely from what you do elsewhere in Finance, and it is append-only — history is never rewritten. Four things write an entry, all automatically: That last pair is the whole design: a mistake is corrected by posting an opposite entry, not by removing the old one. You always keep the full trail of what happened. Three things people expect to see here and won’t:

• Orders never post to the ledger on their own. An order reaches the statement only once you convert it to an invoice and send that invoice. See Invoices.
• Shopify and WooCommerce sales stay out of the ledger entirely — including a pay link you send against one. That sale was never invoiced here, so it has no debit for a payment to offset. See Orders.
• Session and package credits are a separate ledger with its own tab. Granting or using a credit changes nothing on the statement. See Plans and credits.

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Read the Statements tab

Open Finance → Statements. The columns are Date, Client, Description, Debit, Credit, and Balance. Each row is either a debit or a credit, never both — the other column shows a dash. The tab lists entries from every client together, newest first. Balance is that one client’s balance after that one entry, so two rows in a row usually belong to different people and their balances have nothing to do with each other. There is no workspace total and no totals row: this tab is a log, not a report. Search by keyword filters the visible rows by client name and description. That is the only filter — there is no date range, no client picker, and the column headings don’t sort. Rows also aren’t clickable, so to see the underlying document open it from Invoices or Payments. To read one client’s history cleanly, open the contact instead and use the Statements tab on their profile. It shows Date, Type, Amount, Balance, and Description for that contact only. This tab only appears for contacts at the Client lifecycle stage — a lead with a sent, unpaid invoice has ledger entries but no Statements tab, and so does a contact you have moved to inactive or archived. Sending an invoice does not convert a lead to a client; taking a payment does. Their entries are still on Finance → Statements.

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Things worth knowing before you rely on it

The list stops early on a busy workspace

Finance → Statements shows at most 200 entries, and a contact’s profile tab shows at most 50. There is no paging and no “load more”, and nothing tells you the list was cut — older entries simply aren’t there. Treat both as a recent view, not a complete archive.

A zero shows as a dash on Finance → Statements

A client who settles up completely lands on a balance of exactly 0.00, and on Finance → Statements the Balance cell renders as a dash rather than a zero. An empty balance cell there means paid off, not missing. The Statements tab on a contact’s profile is unaffected — it renders a settled balance as 0.00.

The date is when the entry posted

Date is the day DMLY wrote the entry — the day you sent the invoice or recorded the payment. It is not the invoice issue date, and entries can’t be backdated.

Nothing is here at all

No statements yet. means no invoice has been sent and no payment recorded for this workspace. No matches found. means your keyword filtered every row out — clear the search box.