To generate a financial statement for an individual client, follow these steps:
- Navigate to the Billing section of the platform.
- Click on Generate Financial Statement.
- Select Client Statement.
- Choose the client you wish to generate the statement for.
- Select the desired date range.
- Choose the format, either PDF or Excel.
The client financial statement will be downloaded directly to your device, providing a detailed view of the client’s financial history with your practice.
Helpful Tips for Financial Statements:
- New Invoices: Invoices not linked to appointments will have a blank date of service.
- Service Description: The first line-item description on the invoice will appear in the service description on the statement.
- Invoices on Reports: Invoices on financial statements are based on the invoice creation date.