📝 Overview
Generating account statements is an important task, as you will need to send these statements to clients with an outstanding balances. Account statements can be generated at the client level, or in bulk from the Accounts Receivable report, which can easily be emailed in mass to all clients with an outstanding balance.
🧾 How to Generate Account Statements
Easily generate all account statements right from the Accounts Receivable report.
Click the arrow to learn how to generate account statements
Click the arrow to learn how to generate account statements
Click on Reports and select the Billing option
Select the Accounts Receivable report
Select the Filter option on the top left to make adjustments to the As Of, Total Due, and Exempt Flag field as needed.
Once the report is generated, you can select multiple clients or select the box next to the Last Name field to select all.
From the Statements option, you can Email statements to selected or Print statements to selected.
💡 If printing, the statements will be generated in the background while you continue working. You will receive a notification when the statements are available for viewing and printing. Make sure you are opted in form report notifications. To learn more about notifications, click the article below.
💡 To ensure clients with only credits are excluded from the report, set the Total Due filter to a minimum value of $1.00.
🧍🏽♀️ How to Generate an Individual Clients Account Statement
You can generate an individual client’s account statement directly from their profile.
Click the arrow to learn how to generate an account statement from a client's profile
Click the arrow to learn how to generate an account statement from a client's profile
Search for the client from the global search function in the shortcut bar
Click on the Billing drop-down menu and select Account Statement. From there you can choose to Email Statement or Print Statement.
💡 If you need to exempt your client from receiving account statements, please see the article below.