![]() If you would like to find out how to create a statement that is billed to a client, please read our article here. ![]() If you are using multiple Locations, you can modify the default Location (and the clinic details printed on Statements) by navigating to Setup → Configuration → Locations and alter which of them is the Default. You also have the option to either Email, Print or Delete the Statement Įach Statement is designed to print the default Location configured in your account into the header of the document. This will show the referrer details at the top right hand of the Statement (the same place that it is shown on a normal invoice). Once you have created your statement you have the option to show the Referrer on the statement, which you can do this by ticking "Referral". Tick the invoices and payments which you would like to combine into the statement.The Debtors Ledger statement shows all debtor transactions for that client including: Invoices. There are two types of statements to choose from: Summary statement only shows all outstanding invoices for that client. Optional: You can also type some text which will print at the bottom, like payment instructions for example. See Sharing Account Statements securely via LawConnect for more information.Enter the date range, or leave as the default 30-day period.Choose the Statement Type - choose whether to include all invoices and payments on the statement or just those that are outstanding. Select the Statement Type: ' Activity' or ' Outstanding Invoices'. Send statements to customers showing the outstanding balance on their account and a list of outstanding invoices to pay.In the Statements tab, click " New Statement".For information on how to do this, please read our support article here. You will first need to ensure that the client's invoices have been billed to the Third Party. That being said, keep in mind that sending over a statement of account isn’t the only form of resolution for past due invoices and unpaid balances. Superbill: will show you both paid and unpaid invoices in that period (displays the title ' Statement for Insurance Reimbursement' on the printed form) The main goal of a customer statement is to provide customers with details of their account activity, as well as remind them of any accumulated outstanding invoices. Indeed, each day that passes after the invoice due date increases the chances of your company never getting paid. Outstanding Invoices: Unpaid invoices in that period only Past due invoice emails are critical for small businesses and large companies alike. Activity: Both paid and unpaid invoices in that period There are three different statement types to choose from, which work as follows: Third-Party Statements allow you to show multiple paid or unpaid invoices for a certain period of time for a particular client or for several clients. Statements should include outstanding invoices, payments received during the month, and any other credits or charges. ![]() Creating Statements Billed to Third Parties
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