Statements of Account are used to provide a list of invoices and payments by a particular client or matter. Statements of Account 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 by client or matter, navigate to the Account section then the Reports tab. Within the Client Reports, you will find Statement of Account.
First, you will need to select the Client, as 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 second dropdown. 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 range if you choose. The checkbox allows you to exclude paid invoices from the statement. To provide a complete history, leave this box unchecked.
From the green header, you can click the printer icon to export this to a PDF.
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