ℹ️ The Client Statement (also known as a client account summary) allows you to share account transactions with your clients, such as their outstanding balance, charges & payments history, and available credit.
Automated Statements
📌 Set statements to send automatically by entering a Day of the Month when statements will be automatically emailed to all clients that have an outstanding balance & a valid email address.
Set your preferred date in the Day of the Month field in Administration >> Clinic Profile >> Preferences in the Invoices & Statements section
All clients that have an outstanding balance on the selected date, will have statements generated in pdf format and emailed to them.
Generating Individual Client Statements
You can generate a statement for a client by navigating to any one of their patient's Health Cards.
Open the Invoices tab from the patient card and click on the download button ⬇️
Next select the period of the statement you want to generate and click on Preview.
From the preview screen, you can easily email the statement to the client, download or print it.
Downloading All Client Statements
If you prefer to send your statements by post instead of via email, you can Download All Statements and then print them for posting.
Navigate to Reports >> Financial Reports >> Accounts Receivable
Click on Download All Statements and enter the Date range you want to generate and click Confirm and Download.
All clients with outstanding balances for the selected period will have statements generated to pdf format and emailed to you in an archive file
The values shown on the statement
The opening balance is the client outstanding balance at the beginning of the statement period.
All the charges and payments will be listed chronologically, along with a running Balance. There is also charges and payments are also have totals for the period.
The client Credit balance and Outstanding balance appear below the transactions.
The outstanding balance is also broken down into number-of-day intervals:
overdue charges in the last 30 days
overdue charges between 31-60 days
overdue charges between 61-90 days
overdue charges older than 91+ days