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:
- Click the Accounting icon in the navaigation bar to access the Accounting module.
- Click on the Reports tab and click Statement of Account.
- Enter or select an option from the drop down list in the SELECT CLIENT field and optionally select a MATTER NAME and specific DATE from the drop down list or a date range.
- Click on the Printer icon to export to PDF/Print.
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