Billing

Previewing a statement

You can preview statements within any default or custom format.
  1. Choose
    Setup
     >
    Custom Formats
    .
  2. Right-click a statement format in the list and choose
    Edit
     to open the statement format.
  3. Select the Magnifying glass button in the toolbar to open the
    Preview Custom Statement Format
     dialog, where you can select a statement to preview.
You can also preview statements on the
Print Invoices & Statements
 screen.
  1. Choose
    File
     >
    Print Invoices & Statements
    .
  2. Mark the checkbox for each statement you want to preview.
  3. Select the
    Preview Selected
     button.

This article applies to:

  • Product: DT Practice