Statements provide a snapshot of account activity to quickly show any outstanding invoices, recent payments, and credit notes applied to a specific Client account. They can be sent to Clients or their Payer(s) every month to remind them of any outstanding account balance. Please take a look below for steps on how to Generate Statements.
1. Open the Client Accounts section. See Finding a Client’s Profile for help accessing the Accounts section.
2. Click Generate Statement at the bottom of the window.
3. Select the Addressee (Client or any Third Party listed in the Client Account).
4. Choose the Dates that the statement should include.
5. Choose to include any of the extra options as required - Outstanding Invoices Only, Include Voided Invoices, and Include Account Credit.
6. Click the tick icon to Generate the statement.
A Client Statement will look like this:
A Third Party Statement will look like this:
Important!
To address a Third Party statement to the Client, choose the Payer at the top and tick the box Address to Client that appears at the bottom.
6. Email the Statement as an attached PDF document or Print the report by clicking Print or Email.