Statements
Statement recipients are related clients who should receive billing statements or copies of billing statements for the current client's charges. For example, a client receives funding under the Workforce Investment Act. For the client’s state, the Department of Labor may actually pay for grant-related charges the client incurs. In this case, you can send statements to both the Department of Labor and the client that incurred the debt.
From a client record, under Statements, select the type of communication you want to view, then add, edit, or delete other clients who should receive statements and copies.
Add statement recipient
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From a client record, under Statements, select the type of client communication you want to view. For example, you can show who receives statements or copies for the current client.
Tip: The columns that display under Statements vary depending on the type of communication you select to view.
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To add a new statement recipient, select Add recipient.
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Select the recipient and specify the activity to display, such as all or specific charges.
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To send the recipient a separate statement, select Print separate statement.
If not, the current client's balance due is added to the recipient's next billing statement.
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If a contract exists between the current client and the recipient, enter the contract identification number.
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Select Save.