How do I Print the Statement of Account ?

  • Updated
If you have one client with multiple Matters or would like to send your client a listing of everything they owe from each invoice they have, you can print and send them their Statement of Account

To create a Statement of Account:
  1. Navigate to the Accounting section, then click on the Reports tab and select Statement of Account under Client Reports.


  2. Enter or select an option from the Select Client drop down list and optionally select a Matter Name and specific Date from the drop down list or a date range. 


  3. Click on the Printer icon to export to PDF/Print


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