Receivables Communications

Client statements are records of charge and payment activity you create for multiple clients at once. You can send statements to the client who received the goods or services as well as the client's payers. Clients can also receive copies of other client’s statements.

From Receivables, Communications, you can view, add, edit, rename, and generate statements. Under Statements, search and sort the list to quickly locate the statement you want. To edit, select the statement's name or choose Edit from the statement's menu.

After you add and generate, view the statement to ensure your parameters are accurate (if not, simply edit and generate again). From the statement, you can choose to export to a PDF, then print.

  1. From the Communications page, under Statements, select Add.

  2. Under Basics, enter a name and description, and choose who can generate or modify the statement.

  3. Select Next.

  4. Under Parameters, specify details to include and set the formatting.

    As you move through each tab, select options and enter details to customize your info. You can always go back and update your parameters when needed.

    Tip: To include logos on statements, select the logo and size under Statement format. You can add or edit them from Receivables, Settings, Organization logos.

  5. Depending on your needs, save and generate the statement immediately or save and return at a later time.

  6. To return to the Communications page, select Cancel.