Overview
Produce a statement for a private pay customer for all time or with a start date, brought forward balance and all transactions after that date.
Article Sections
Produce Statement
1. In the Customer record select the Billing tab.
2. Press the Actions menu and select Print Statement.
3. Enter start date for the statement or leave blank for all-time.
4. Press Print or Email as required.
5. If printing the statement will generate with a brought forward balance (if required), and all transactions after the date entered.
6. Invoices listed on the statement where sessions are attached; Invoice Outstanding or manually reconciled, will list the session dates on the invoice row for clarity.
7. A printed statement will open in your browser, an emailed statement will attach to the statement email template when sent.
Print or Email Statements in Bulk
8. This may also be done in bulk for multiple customers from the customer list Actions menu.