Generating Statement of Account

Modified on Tue, 20 Jun 2017 at 09:29 PM

In addition to many different types of reports and exports, a statement of account for a client may be exported into an Excel sheet or PDF by clicking on "Clients" tab, selecting a desired client and then clicking on "Invoices" tab on the right side.  If the client has any invoices, a link "Download Statement" will appear to export the list of all invoices of the selected client and all payments made till date.

Multi-Payer Cases

Please click on the Cases (Projects) tab, select the case and then click on the Payments tab.  Click on "Download Payer Statements" link to download statements for individual payers.

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