Miscellaneous

Printing invoices and statements and sending them via email

Generate your invoices and statements for the period in the
Print Invoices & Statements
 screen. From this screen, you can print any posted invoices to a variety of outputs, send invoices and statements to clients via email, filter the list of invoices or statements to print only those that meet your criteria, and override a client’s default statement format.
  1. Choose
    File
     >
    Print Invoices & Statements
    .
  2. Go to the Invoices tab or the Statements tab.
  3. Mark the checkbox next to each invoice or statement you want to print.
    tip
    • Right-click and choose
      Select All
       to quickly select all invoices or statements in the grid.
    • Use the
      Filter
       field to narrow the list of invoices or statements.
    • Mark the
      Unprinted only
       checkbox to see only the invoices that have not been printed.
  4. You can further define the statements you want to print.
    • In the
      Statement date
       field, select the date for the statement. If you select
      Custom
      , enter the date in the additional field.
    • In the
      Statement activity date range
       fields, select beginning and ending dates to specify the A/R detail information that appears in the ledger section of the statement. A/R items dated prior to the range will be shown as a beginning balance.
    • To override the default statement format, select a different format from the
      Format override
       field. The drop-down list contains all of the firm’s statement formats.
    • Select the
      Options
       button for additional ways to include or exclude clients based on their balances and/or invoices during the activity range.
  5. To print directly from the
    Print Invoices & Statements
     screen, select the
    Print Selected
     button.
    note
    If you want to preview an invoice or statement before printing, select the
    Preview Selected
     button. In the
    Preview
     window, choose
    File
     >
    Print
    .
  6. In the
    Print
     dialog, you can print the invoice or statement to one or more of the following outputs:
    Output
    Print options
    Output to printer
    Mark this checkbox to send the invoice or statement to the default printer for your workstation, or select a different printer from the drop-down list.
    • Print Labels
      : Mark this checkbox to print labels in the selected format for the selected clients. This checkbox is available only when the
      Output to printer
       checkbox is marked.
    • Print Letters
      : Mark this checkbox to print letters in the selected format to the selected printer. This checkbox is available only when the
      Output to printer
       checkbox is marked.
    Output to DT FileCabinet
    If you are licensed for DT FileCabinet, mark this checkbox to send the invoice or statement to DT FileCabinet when you print, and then select the appropriate filing option (
    Current Year End
    ,
    Current Period End
    , or
    Report Date
    ). If the client does not yet have a folder set up in DT FileCabinet, DT Practice will create a folder with the same name as the client’s DT Practice client ID. To create a link to the printed invoice in DT FileCabinet, mark the
    Create Invoice Link to DT FileCabinet Document
     checkbox.
    Output to GoFileRoom
    If you are licensed for GoFileRoom, mark this checkbox to send the invoice or statement to GoFileRoom when you print. You must also choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the drop-down list. To create a link to the printed invoice in GoFileRoom, mark the
    Create Invoice Link to GoFileRoom Document
     checkbox.
    note
    Before you can print to GoFileRoom, you must map your GoFileRoom Indexes to fields in DT Practice.
    Output to file
    Print to a file (*.pdf, *.html, *.rtf, *.txt, *.tif, or *.xls) that is saved in the folder that you specify in the field provided. To create a link to the output file, mark the
    Create Invoice Link to File
     checkbox.
    Output to e-mail
    Print the invoice or statement as a specific file type, and then send the file to the client as an email attachment. The client whose email address is listed on the Contact Info tab of the Clients setup screen will receive the message. The subject line of the message is "[Invoice/Statement] from [name of your firm]." The From line will show the Outlook email address of the staff member who is printing the invoice or statement. The message will include the text "Please find [invoice/statement] #[number] from [name of firm] attached to this email."
    Save e-mails to Drafts folder (do not send)
    Mark this checkbox to save email messages to a Drafts folder for editing.
    Output to DT Client Portal
    If your firm is licensed for DT Client Portal, mark this checkbox to print the selected invoice to the client’s portal.
    note
    This checkbox is available only if you mark the
    Enable printing invoices to DT Client Portal
     checkbox on the Billing and A/R tab of the Firm setup screen.
  7. Select
    OK
     to print the invoice or statement to your selected outputs.
  8. Select the Back button on the toolbar to exit the preview screen.

This article applies to:

  • Product: DT Practice