Statements of Account provide a list of invoices and payments for a particular Client or Matter. They can be sent to clients who have outstanding balances, but no new invoices within the current billing period. These statements can be printed and/or blasted via the Bulk Billing Center.
- To generate a Statement of Account, navigate to the Accounting section, then click the Reports tab. Select the Client Reports filter or scroll down to this section and click on Statement of Account.
- First, you will need to enter select a client from the drop-down menu in the Select Client field. This is a required field. If your client has multiple matters and you only want the activity for one specific matter to be pulled onto the statement, then select that matter from the Select Matter drop-down menu. If you would you like a complete list of invoices and payments for all matters, simply leave the matter dropdown blank.
- You can then select a specific date or range in the Date field. Select the Exclude Paid Invoices checkbox if you wish. To provide a complete history, leave this box unchecked.
- Click the Print icon on the green tool bar to export the Statement of Account to a PDF.