Customer Open Balance Statement

The Customer Open Balance is a statement of all open/overdue invoices. To create the customer Open Balance Statement, go to Billing > Customers > click the 3 dots on the far right of the table. 

From here, you can filter the Statement for specific Locations AND add additional recipients beyond the customer's already assigned Billing Emails. 

Once finalized, you can then Print, Download or Send the statement to the Recipients. 

To see what the statement will look like to the customer, you can reference this article What do emails sent from CurbWaste look like?

The Statement itself will look like the screenshot below.

For more information on Reporting, please reference our Summary Article of All Reports/Exports in CurbWaste. 

Last updated 7/23/25