> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stchat.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Client statements

> Follow the organizations' monthly statements, charge, mark as paid and adjust the due date and PDF details.

## What it is for

The statement is each client organization's monthly bill. It comes out on the 1st, with the previous month, and the charge goes out through the agency's Stripe.

## Who can do it

Only the Owner and Admin charge and void statements. Only the Owner edits the statement details (tax ID, address, email, phone and footer).

## Where to click

In the portal, open **Statements** (`/extratos`). The rules are in **Billing settings** (`/extratos/configuracoes`).

## Step by step: follow and charge

**1. Choose the month**

Use **Previous month** and **Next month**. The cards show the total, **Paid**, **Overdue** and **To receive**.

**2. Filter**

Use the views **All**, **Pending**, **Paid**, **Overdue** and **Voided**, or **Search organization**.

**3. Charge**

Click **Charge now** on the open statement, or **Charge all**. The payment link goes by WhatsApp and email, depending on whether the organization has a phone and an email.

**4. Mark an outside payment**

Under **Mark as**, choose Paid, Overdue or Pending. If the organization was suspended, **Mark paid and reactivate** appears.

Other actions: **PDF**, **Copy link**, **Postpone 7 days** (when automatic suspension is on) and **Void**, which asks for the reason. A paid statement can't be voided.

## Step by step: set up billing

**1. Open Billing settings**

Under **Closing and due date**, choose the due day, from 1 to 28.

**2. Fill in Statement details**

Enter the tax ID, address, contacts, the **How to pay** text and the **Footer**. Name, logo and color come from **Brand**; use **Open Brand**.

**3. Check the dunning sequence**

Under **Dunning**, use **Open dunning**. See [Get paid by your clients through Stripe](https://docs.stchat.app/en/agencias/receber-dos-clientes-pela-stripe.md).

**4. Save**

Click **Save**. It applies from the next statement.

## What happens next

When the client pays through Stripe, the statement changes to **Paid**. Dates appear in your browser's time zone.

## Common errors

* "Connect Stripe to charge": without Stripe, statements are only for tracking.
* "Connect Stripe to charge everyone at once."
* "Could not generate the PDF. Try again."
* "Could not save. Try again."
* "Choose a day from 1 to 28."
* When voiding: "already paid" or "cancel the open charge first".

## Next step

* [Get paid by your clients through Stripe](https://docs.stchat.app/en/agencias/receber-dos-clientes-pela-stripe.md)
* [Invoices](https://docs.stchat.app/en/agencias/notas-fiscais.md)
* [Resale prices and client plans](https://docs.stchat.app/en/agencias/precos-de-revenda-e-planos-dos-clientes.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.