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

1. From Receivables, Clients, open a client's record.

2. 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.

3. To add a new statement recipient, select Add recipient.

4. Select the recipient and specify the activity to display, such as all or specific charges.

5. 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.

6. If a contract exists between the current client and the recipient, enter the contract identification number.

7. Select Save.