Setting Client Options for AR Statements

You can select various options to define whether the client will receive an AR statement and, if so, the criteria that will print on a client's AR statement. For example, you can generate statements for clients with a zero balance or with a credit balance on their accounts, or you can choose whether to send statements for clients who have recently been invoiced.

Note: If you selected to send one statement to the principal client on the Select Clients screen, the term balance on this screen refers to the sum of all clients in the billing group.

To select additional options when generating accounts receivable statements, do the following: 

1. Open Dashboard, click Application Links on the navigation panel, and then select Print statements under Accounts Receivable.
2. Select Client Options on the navigation panel.
3. Enter your statement client options in the Generate statements and Suppress statements sections of the window.

Component	Description
Generate statements for clients with activity and an AR balance of $0.00	Select this option to generate statements for clients with activity on the accounts and whose AR balance is zero.
Generate statements for clients with a credit balance	Select this option to generate statements for clients who have paid more than they have been billed.
Do not generate statements with an unpaid AR balance more than $0.00 and less than	Select to exclude statements if the amount owed to you is small. This can save you postage and prevent customer complains regarding a petty amount.
Exclude finance charge from positive AR balance	Select this option to exclude AR finance charges imposed by your firm from the small balance threshold.
Do not generate statements with a recent invoice	Select to exclude statements for clients who have recently been invoiced, and then select one of the following:  Enter the number of days since the last invoice was generated. Enter a date since the last invoice.

4. Enter the following options:
   • Template and Dates
   • Header/Footer
   • Select Clients
   • Sort Statement Output
5. Click Generate Statements to generate statements for the criteria you selected and save your entries.
6. Review the generated statements. See Reviewing AR Statements for more information.
7. Click Send.
8. Select the destination options. See Printing or Emailing AR Statements for more information.
9. If the AR statement is being emailed, complete the email information and click Send. See Batch Email Statements for more information.
10. Click Close after reviewing the final statement statuses.