How Do I Print the Statement of Account for a Client?

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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