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