Client Statements
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    Client Statements

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    Article summary

    Statements for your clients

    Client Statements allows you to send a statement to your clients each month. The statement will outline what is outstanding at any given month.


    Process of Creating Statements For Your Clients

    1 Navigate to: Reports > Accounts Reports

    2 Select 'Client Statements' from drop down list of reports

    3 Select options you wish to print on the statement


    FieldDescription
    Statement datedStatement date appears on statement
    Show 'Attention' lineClient's financial contact 
    Show order numbersClient's order numbers which were added on the job
    Show job numbersThe job for which the invoice was created
    Show job titleThe title of the job for which the invoice was created
    Show job contactThe contact on the job which was being invoiced
    Suppress: Ignore periodLists all invoices created up the date of the statement
    Suppress future period transactionsDoes not include future period transaction eg system is in period Feb 2023 - therefore any transactions after Feb 2023 period will not be listed
    Suppress current and future period transactionsIf system in in Feb 2023, it will not print Feb 2023 period transactions and future period transactions
    Only include outstanding amountsFor any period options - only outstanding invoices are printed
    Re-evaluate historic datathis will include data you have already reported on 
    Age by due datelists outstanding invoices by due date
    Age by issue datelists outstanding invoices by issue date
    Age by issue monthlists outstanding invoices by issue month
    Age by periodlists outstanding invoices by period
    Report business units by client if applicableSome clients are linked to a parent company; select this option if you wish to print a single  statement for the parent company listing all invoices for the business units of the parent company. 
    Select clients by divisionSelect divisions if you have more than one division
    Select clientsSelect clients
    Print text blocselect a a text bloc if you have a predefined text bloc for client statements
    From one statement run to the next, there are new transactions that will appear on a statement. The new invoices will continue to appear on a statement until they are paid in full. Once you have printed a statement this message is asking if all invoices that have been paid in full that have appeared on this statement can be marked so they don't appear on the next statement run.


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