How Do I Print the Statement of Account for a Client?
If you have one client with multiple Matters or would like to send your client a listing of everything they owe from each invoice they have, you can print and send them their Statement of Account!
- Go to the Accounting Section
- Click on the Reports tab and locate the Statement of Account report
- Select the Client from the drop-down list, you can select a specific date range as well if you like
- Click on the printer icon to export to PDF
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