Client statements can either be created individually or in batches across multiple clients. To create statements in batches, navigate to Billing > Batch Statements.
The statement's date range will default to the current month, and can be adjusted at the top of the page under Date Range. You can filter by Service Date or Invoice Date.
Previous Balance refers to the client's starting balance before these selected dates. The statement captures all changes to the client's ledger during the date range, and shows an ending balance for this period, the Statement Balance, based on the end date selected.
If a client or insurance balance is a negative number, then there is a credit on the client's account for the selected date range. If a client or insurance balance is a positive number, then there is a balance due that the client or insurance owes.
Check the boxes under Exclude From Statements to further customize the statement and exclude insurance responsibility, client responsibility, or $0 balances related to either.
The Generate Statement button will apply these filters.
Use the Clear option in the Date Range section to clear these filters.
Under the Clients Statements grid, each column header can be clicked individually to sort by the header data; ascending or descending. Search for specific clients in the Client header's search field.
Check next to the clients you'd like to generate statements for, or select all by clicking the checkbox in the Client header.
Once checked, you'll see the number of statements selected on the right in the Print and Email to Client buttons.
Once either button is clicked, a pop-up message will appear with options to adjust the Statement Date, add a statement message, show the client's insurance and personal info, and display a preferred name.
Based on your selections, your note, and the client's insurance and personal info will appear will appear at the bottom of the printed or emailed statement.
After clicking Email to Client and then Email Statement on the following pop-up window, a message will appear notifying you if there is a problem sending any statements. Click View Details to see specifics.
If a client or insurance balance is a negative number, this means there is credit on the account that the organization owes. If a client or insurance balance is a positive number, this means there is a balance due that the client or insurance owes.