@php $periodQuery = array_filter($period['query'], fn ($value) => filled($value)); $money = fn ($value) => 'R '.number_format((float) $value, 2); @endphp Back to clients Download PDF @can('send-client-statements')
@csrf @if ($period['key'] === 'custom') @endif
@endcan

Statement for

{{ $client->name }}

Financial activity from {{ $period['start']->format('d M Y') }} to {{ $period['end']->format('d M Y') }}.

Client details

Email {{ $client->email ?: 'No email saved' }}
Phone {{ $client->phone ?: 'No phone saved' }}
Department {{ $client->department ?: 'Not specified' }}
Representative {{ $client->contact_person ?: 'Not specified' }}
VAT number {{ $client->vat_number ?: 'Not specified' }}
Address {{ $client->documentAddress() ?: 'No address saved' }}

Reporting period

Statement period

Choose a period.

{{ $period['label'] }}

Total invoiced

{{ $money($totals['total_invoiced']) }}

Total paid

{{ $money($totals['total_paid']) }}

Outstanding balance

{{ $money($totals['outstanding_balance']) }}

Total credited

{{ $money($totals['total_credited'] ?? 0) }}

Unpaid invoices

{{ $totals['unpaid_count'] }}

What is still owed

Unpaid invoices

Open balances for this period.

@if ($unpaidInvoices->isEmpty())

No unpaid invoices

No balance for this period.
@else
@foreach ($unpaidInvoices as $invoice) @endforeach
Invoice Due date Total Paid Balance Status
{{ $invoice->invoice_number }} {{ $invoice->due_date->format('d M Y') }} {{ $money($invoice->grand_total) }} {{ $money($invoice->totalPaid()) }} {{ $money($invoice->remainingBalance()) }} {{ $invoice->statusLabel() }}
@endif

Invoice activity

All invoices

Invoices in this period.

Create invoice
@if ($invoices->isEmpty())

No invoices in this period

Try another period.
@else
@foreach ($invoices as $invoice) @endforeach
Invoice Issue date Due date Total Paid Balance Status
{{ $invoice->invoice_number }} {{ $invoice->issue_date->format('d M Y') }} {{ $invoice->due_date->format('d M Y') }} {{ $money($invoice->grand_total) }} {{ $money($invoice->totalPaid()) }} {{ $money($invoice->remainingBalance()) }} {{ $invoice->statusLabel() }}
@endif

Credit activity

Credit notes

Issued and applied credits in this period.

@if ($creditNotes->isEmpty())

No credit notes

No credits in this period.
@else
@foreach ($creditNotes as $creditNote) @endforeach
Date Credit note Invoice Type Status Amount
{{ $creditNote->issue_date->format('d M Y') }} {{ $creditNote->credit_note_number }} {{ $creditNote->invoice?->invoice_number ?? 'No invoice' }} {{ $creditNote->typeLabel() }} {{ $creditNote->statusLabel() }} {{ $money($creditNote->amount) }}
@endif

Cash activity

Payment history

Payments in this period.

@if ($payments->isEmpty())

No payments recorded

No payments in this period.
@else
@foreach ($payments as $payment) @endforeach
Date Invoice Method Reference Amount
{{ $payment->payment_date->format('d M Y') }} {{ $payment->invoice->invoice_number }} {{ $payment->methodLabel() }} {{ $payment->payment_reference ?: 'No reference' }} {{ $money($payment->amount_paid) }}
@endif