Creating Account Statements for Clients
To create account statements:
Click on Reports at the top of the page
Click on "Billing"
Click on the 'Accounts Receivable' report
Click on 'Print Statements' in the blue navigation bar
Complete the form that appears and click 'Save'
The statements will be generated in the background while you continue working. You will be notified via a task when the statements are available for viewing and printing. |
Please note that you can generate a single statement through the "Billing" tab in a client's profile. To do so, navigate to the client's profile, click on 'Billing' and select the option to generate an account statement. |
Account statements can also be created in the Client profile. Follow these steps:
Click on the Clients Dashboard
Navigate to a specific Client
Click on the Billing drop-down menu
Select 'Account Statements'
Select 'Print Statement'
If you need to exempt your client from receiving account statements, please see Exempting clients from taxes, late fees, and billing statements . |