You are accessing documentation for myPractice version 4.
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myPractice has been rebranded Bp Allied, a product of Best Practice Software.
Support is available Monday to Friday, 9am to 5pm AEST    Version 4.18 Published  5 December 2019
Email:  alliedsupport@bpsoftware.net   Click Remote Support from within myPractice for assistance   Phone: 1300 40 1111 (in Australia) or 0800 40 1111 (in New Zealand)

Create a Statement

A Statement of Account can be created for any client. There are three options: a full history of the account, details over a date range and details for a specified month.
 
This is not currently customisable. It relies on the correct information being entered in under Practice Information and within the Client or Third party details.
 

To create a Statement

Open the Invoices module
Find the correct client in the Bill to field
Click on Statement
 
The Statement Selection window will display
Create a Statement
 
Select one of the following options:
1

Full History option

1. Full History option
This includes all invoice and payment transactions for the selected party
OR
2

Date Range... option

2. Date Range... option
Choose a date range for the Statement to cover
OR
3

Month/Year... option

Choose the Month and Year for the Statement to cover
4

OK button

4. OK button
Click OK
 
The result will be similar to that shown below. It can then be printed or saved and emailed using the options in the Preview window.