Monthly Statements

Last updated: 2026-06-10

Turn on monthly statements and every client with an open balance gets one tidy summary email on the 1st of the month: all their open invoices, totals per currency, and a link to their portal where they can pay several invoices in a single payment.

Turning it on

Go to Settings → Reminder schedule → Sending behavior and tick "Monthly statement email". It's off by default and applies to your whole workspace.

What gets sent

• One email per client, only when they have at least one open invoice.
• The email lists each open invoice (number, due date, balance — partially paid invoices show what's still owed) and a per-currency total.
• A "Payments recorded last month — thank you" recap of the payments Duefy has on record for that client (full settlements and partial payments). The section is omitted when there were none.
• The View & pay invoices button opens the client's portal, where several invoices can be settled in one payment.

Keeping the numbers accurate

The statement reflects Duefy's books. A payment made outside Duefy (a direct bank transfer, cash) appears once it's recorded — by marking the invoice paid, via bank reconciliation, or when the client uses "Already paid?" on the pay page. The email itself invites clients to reply if anything looks off, which is often how out-of-band payments surface.

What doesn't

• Clients with no open balance get nothing — no "you owe $0" noise.
• Suppressed or blacklisted clients are skipped, same as reminders.
• Statements are in addition to your reminder schedule, not a replacement; the reminder steps keep running on their own cadence.