Client Statement & Transaction History

Keeping accurate financial records with customers, suppliers, and employees is essential for running a professional repair business. Finty’s Client Statement and Transaction History feature lets you easily track payments, monitor balances, and manage financial relationships — all from one simple, organized platform.

Whether you’re receiving payments, making purchases, or handling payroll, Finty helps you maintain clear, up-to-date records without the need for manual tracking. Everything is stored digitally and updated in real time.

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Card Index Service

The Card Index in Finty lets you view a complete client statement and full transaction history for any client, supplier, or employee. It organizes all financial interactions — including invoices, receipts, and payments — under each person’s profile.
With just one click, you can quickly review every transaction linked to a contact, making it easy to track balances, resolve questions, and stay organized.

To discover more about how Finty simplifies your accounting, check out our Accounting page.

How Card Index Service Works

In this service, you can select any of your contacts — customers, employees, suppliers, or partners — anyone you do business with. Finty allows you to track payments you have received, payments you have made, and all recorded purchases or services between you and the contact.

You can also select a specific date range to view transactions during a certain period, or simply leave it blank to display the full history.

Transaction Summary

Click "View" to instantly see:

A complete transaction history
Details of payments received
Details of payments made
Purchase and sales records

Statement Service

The Statement service in Finty provides a complete overview of your financial relationships through a clear client statement system.
It shows exactly what you owe others and what others owe you, along with organized lists of all your debtors and creditors. You can view detailed transaction histories, issued repair tickets, and invoices, export data to Excel, and send live client statements to your customers via SMS. This service is designed to make managing debts, credits, issued documents, and overall financial transparency faster and easier.

Transactions Service

When you click the eye icon, Finty automatically redirects you to the Transactions service within the Financial Reports menu for deeper details.

Client Statement Option

You can also click the exclamation mark icon to open an individual's Client Statement, showing a summary of their financial activity.

To easily share this information with your clients:

Click "Send client statement via text message"
Finty will send a link to your customer via SMS

Share Client Statements

Whenever new transactions, invoices, or receipts are issued, the customer can refresh the page to view the latest updates.

Frequently Asked Questions about Client Statements in Finty

What is the Client Statement feature in Finty?

The Client Statement feature provides a complete overview of your financial relationship with any customer, supplier, or employee. It shows payments, outstanding balances, and a full transaction history — all in one place.

How can I view a client's full transaction history?

You can access the full transaction history by using the Card Index service. Just select a contact to instantly view all payments, purchases, and services recorded between your business and that person.

Can I filter transactions by date?

Yes! Finty allows you to filter transactions by specific date ranges. You can view only the transactions within a certain period or leave it blank to see the full history for a contact.

What details are included in the Client Statement?

The Client Statement shows a detailed summary of transactions, including payments received, payments made, outstanding balances, and any issued invoices or repair tickets related to that contact.

Is it possible to share client statements with customers?

Yes! You can easily share a live client statement with your customers by clicking the “Send client statement via text message” option. Finty sends a secure link via SMS, allowing the customer to view their statement online.

Where can I find deeper transaction details?

For deeper insights, simply click the eye icon next to a client’s record. This will redirect you to the Transactions service in the Financial Reports menu, where you can view detailed breakdowns of every payment and invoice.

Can I export client statements for reporting?

Absolutely. Finty allows you to export client statements and full transaction histories to Excel, making it easy to keep offline records or share detailed reports when needed.

How does Finty simplify tracking debts and credits with clients?

Finty’s client statement feature gives you a clear, real-time view of what you owe and what’s owed to you, helping you manage outstanding balances easily and avoid missed payments.

Can Finty help resolve payment disputes with clients or suppliers?

Yes! With a complete digital transaction history available at any time, Finty makes it easy to review past payments and invoices—providing clear proof to quickly resolve disputes.

How quickly can I send a client their updated statement?

Instantly. Finty lets you send live client statements via SMS with just one click, so your clients always have the latest transaction details at their fingertips.

Experience Finty in Action

🎥 See how Finty helps you track client statements and manage transaction histories with ease on our YouTube channel .