Statement history
View Statements lists every statement a supplier has sent to one customer, newest first, and opens the exact PDF that customer received.
Who uses it
Supplier staff checking what a customer was sent and when, for example before a collections call. Restaurants don't see this list; they only have the links they were sent.
How it works
Open a customer's page, click the ⋮ (More actions) button, then View Statements. The dialog, titled View Statement, has a list and a detail view.
The ⋮ button isn't shown for a customer marked Inactive, so their statement history can't be opened until they're active again.
The list
Filters
| Control | Exact wording | What it does |
|---|---|---|
| Date range | Statement Date | Statements whose Statement Date falls in the range, both days included. Kept in the page address, so it survives a reload. |
| Drop-down | Status: All / Overdue | Overdue keeps statements that had at least one Overdue invoice when sent. Later payments don't change this. |
| Search | placeholder Search by Statement no. / Phone number | Matches part of the statement number, the email or the phone it was sent to, ignoring case, about 0.25 seconds after you stop typing. |
Columns
| Column | Shows | Sortable |
|---|---|---|
| Statement No. | Statement number | Yes |
| Statement Date | MM/DD/YYYY | Yes (default, newest first) |
| Phone Number | The phone it was sent to, as stored (for example +15551234567), or — | No |
| The email it was sent to, or — | No | |
| Amount | Total Due as sent (not today's balance) | Yes |
| Action | View | — |
Ten per page. Nothing matching: No statements found. Changing a filter doesn't jump back to page 1, so on page 3 a narrower filter with one page of results also reads No statements found. until you page back.
What's listed: only statements that reached the customer by email or text. A statement whose email and text both failed, or that was entirely muted, isn't listed. See what counts as sent.
The Phone Number and Email columns show where the statement was addressed. A statement sent by email only, because the text failed, still shows the phone.
The detail view
View opens Statement #{number} with the saved PDF, the exact file the customer could download. Go Back (or the back arrow) returns to the list. Only the date range is kept: the search, the Status filter, the sort and the page go back to their defaults. Done (or ×) closes the dialog.
If the PDF wasn't saved when the statement was sent, or can't be fetched: PDF unavailable for this statement.
Calculations
Amount is the frozen Total Due. For today's balance, open the statement link or the customer's invoices. Example: statement #41 sent at $399.99, INV-1041 ($300.00) paid since. The list still shows $399.99; the restaurant's page shows $99.99.
Sorting by Statement No. sorts as text, not as numbers: 10, 100, 11, 2… (the number is stored as text).
Where it shows up
Customer page → ⋮ → View Statements. There's no supplier-wide list of all statements.
Permissions
The ⋮ button holding View Statements needs Admin or Full Access to Customers, and is hidden for Inactive customers. The list only ever shows the signed-in supplier's own statements, and the PDF can only be fetched by its supplier.
Decisions
- Only delivered statements are listed. A statement nobody received would mislead. (#1981)
- The PDF link is fetched when you click View, not for every row. Each link is short-lived and most visits open one or two. (#1997)
- The date filter lives in the page address. It can be bookmarked and shared, and doesn't clash with the customer page's own date filter. (#2021)
- One dialog header row in both views. (#2036)
Known limitations
- Amount is the as-sent total, with no live balance or Paid marker.
- Statement No. sorts as text.
- Phone search needs the stored format (for example
+1555…); a formatted number like(555) 123-doesn't match. - No per-channel detail: the list doesn't say whether the email, the text or both went out, or whether the restaurant opened the link (both are recorded but not shown).
- Failed statements are invisible here, so there's no place to retry them later.
- The PDF view link lasts 10 minutes.
- Go Back resets the list except for the date range.
- Filters don't reset the page, so a filtered list can look empty until you go back to page 1.
- Inactive customers' history can't be opened.
FAQ
The customer says they never got a statement, but it's listed. Listed means the email or the text went out, not necessarily both. Check the email and phone columns for typos.
Why does the amount not match what the customer owes now? It's the Total Due when the statement was sent.
Can I resend a statement from here? No. Use Create Statement to send a new one with current balances.
There's no ⋮ button on this customer's page. Either the customer is marked Inactive, or your role doesn't have Full Access to Customers. See Permissions.
Can I see whether the restaurant opened it? Not in the app. The first open is recorded for analytics only.