Generating Client Statements

 

1. From CP Central, select the Billing menu, Client Collections, and then select Statements.

 

 

 

2. Set the filters and then select "Prepare Statements".

 

 

 

3. The next page will display the Client Statements Report.

 

 

 

4. Located at the bottom of the report is the Client Summary which also displays an Aging Balance. Below the Client Summary will be the Services Summary, Client Summary, and an Insurance Summary.

 

 

 

5. Back at the top select the "Export" button to view the data in an excel format. Select "Print Statements" to view a client friendly version in a PDF. Or use the arrows to navigate to more pages.