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This article applies to:

  • Product: Digita Practice Advanced

Selecting statement printing options

When printing statements, use the Options dialog to further refine the set of statements to be printed, based on client balances and/or invoice dates during the statement activity date range.
To access the Options dialog and adjust the applicable printing options, follow these steps.
  1. Choose File > Print Invoices & Statements and click the Statements tab.
  2. Click the Options button.
  3. Mark one or more of the
    Print statements for Clients with
     checkboxes:
    • Mark the
      Debit balances
       checkbox to print statements for clients that have a debit balance. You can further specify which statements to print by entering a dollar amount in the
      Greater than
       field and/or number of days in the
      Older than
       field.
    • Mark the
      Credit balances
       checkbox to print statements for clients that have a credit balance.
    • Mark the
      Zero balances with current activity
       checkbox to print statements for clients with a zero balance within the specified activity date range.
  4. If you want to omit clients with invoices in the specified activity date range, mark the
    Exclude: Clients with invoices in the activity range
     checkbox.