Statement generation

Printing statements

Select
File
, then select
Print Invoices & Statements
.
Go to the
Statements
tab.
Use the
Statement date
dropdown to select a date to print on the statement.
Use the
Statement activity date range
dropdown to select the date range that the statement will cover.
note
A/R items dated before the statement activity date range will be reflected as a beginning balance on the statement.
Any activity within the date range specified will be detailed.
Any activity dated after the ending date specified won't appear on the statement, nor will the ending A/R balance reflect those amounts.
The A/R Balance for each client listed will be updated to reflect the ending A/R balance as of the activity date range.
Mark the checkbox next to each statement you want to print.
Select either
Preview Selected
or
Print Selected
.
note
Statements can be printed to a printer, to FileCabinet CS, to a PDF file, or emailed directly to a client.
There's no approval or posting for statements. Statements aren't assigned a number.
There's no way to get a record of a statement that was printed previously in Practice CS. If you need a record of the printed statement, you can select both
Output to printer
and either the
Output to file
or
Output to FileCabinet CS
option during the statement printing process.

Print a statement with an invoice

Select
File
, then select
Print Invoices & Statements
.
Go to the
Invoices
tab.
Select the ID column to sort the list of invoices by client.
note
This is important if you want the client's invoice and statement to stay together in the print collation. If you don't sort by ID, all the selected invoices will print first, followed by the selected statements, or vice versa.
Mark the invoices you want to print.
Go to the
Statements
tab.
Select the ID column to sort the list of statements by client. Remember to choose the
Statement activity date range
.
Mark the statements you want to print.
Select
Preview Selected
or
Print Selected
.

Statement format

The default statement format for a client is set on the Billing and A/R tab for each client.
When creating a new client, the default statement format automatically populates with the
Default statement format for new clients
on the
Billing
and
A/R
tab.
note
This set up only affects new clients. If you change the format here, it won't affect the default statement format for existing clients.
To change the default statement format for multiple clients:
Select
Setup
,
Clients
, then select
Edit multiple clients
.
Choose
Change Client information
.
Select
Select
to choose the clients whose default statement format you'd like to change.
Select
Next
.
Go to the
A/R Limit
dropdown in the
Edit Multiple Clients
window and choose
Default statement format
.
Select the blank dropdown and choose the statement format you'd like to assign to the clients.
Select
Finish
.

The format you choose will override the default statement format for any and every client statement you print.
To go back to using the default statement format for each client, select
Format override
and clear the checkbox.
You can change the details that show on the statement format using the Format Wizard in Custom formats.

Print statement options

Print statements for clients with:

If this checkbox is marked, the list of clients available to print will only include clients with outstanding A/R balances greater than the specified amount and with outstanding invoices older than the specified number of days.
Clients with a zero ending A/R balance are automatically excluded so you only need to use these options if you want to specify a minimum balance other than zero.

If this checkbox is marked, the list of clients available to print will include clients with a negative A/R balance.

If this checkbox is marked, the list of clients available to print will include clients with a current A/R activity (a payment, for example) that have a zero ending A/R balance.
This is useful if you want to send a statement to a client showing that their A/R balance is now zero as a result of a current payment.

Exclude:

If this checkbox is marked, clients with an invoice in the selected activity range won’t be available to print on the
Statement
tab.