Selecting Clients to Receive AR Statements

You can select which clients you want to receive your accounts receivable statements, if they qualify.

If your firm uses billing groups, you may decide to bill WIP for multiple clients on one invoice or separate invoices.

Note: Clients with the option Print A/R statements cleared in their client profile on the Practice > Billing Options window are always omitted.

To select clients for your 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 Select Clients on the navigation panel.
3. Select which clients to include in the AR statements:
   • All clients. Generates statements for all clients.
   • Clients for specific responsible staff. Generates statements for only clients associated with specific staff, and allows you to select the assignment and staff name.
     Clickto select an assignment and a staff from the list, or click to search for an assignment or staff, if necessary.
   • Clients assigned to office. Generates statements for only clients assigned to a specific office, and allows you to select the office from the list.
     Click to select an office from the list, or click to search for an office, if necessary.
4. Select one of the following options to select how to generate statements for clients in a billing group:
   • Send statements to the invoiced clients. Each client AR statement created includes AR for only that client.
   • Send one statement to the principal client. All AR for all clients in the billing group is included on one consolidated statement. If you select this option, it will override the biller's decision on who to receive the invoice.
5. Click to display clients matching your criteria in the grid.
6. Select the clients to create a statement for from the grid by selecting the check box next to the client.
7. Enter the following options:
   • Template and Dates
   • Header/Footer
   • Client Options
   • Sort Statement Output
8. Click Generate Statements to generate statements for the criteria you selected and save your entries.
9. Review the generated statements. See Reviewing AR Statements for more information.
10. Click Send.
11. Select the destination options. See Printing or Emailing AR Statements for more information.
12. If the AR statement is being emailed, complete the email information and click Send. See Batch Email Statements for more information.

13. Click Close.