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.
You can generate once-off or automated client statements to keep Pet Parents informed about outstanding balances and payment history.
With the new Detailed statement format, you can view grouped sale items with quantities, amounts, and a dedicated Client Credit Balance section for full transparency.
Access & Setup
To access individual statements:
Go to the Patient’s Health Card
In the Invoices section on the right, click Preview Statement
Select a date range to generate the statement
To set up automated statements and preferences:
Go to Administration → Clinic Preferences → Invoices and Statements
Configure your Statement Preferences, including:
Statement format: Choose between Summary and the new Detailed layout (Beta)
Send date: Define when automated statements are emailed to clients (e.g. the 25th of each month)
💡 Tip: Automated statements start one month before the selected send date.
For example, if you set the send date to the 25th, the statement period begins on the 25th of the previous month.
Steps to Generate a Client Statement Manually
Navigate to the Patient’s Health Card
Open the Invoices section
Click Preview Statement
Select a start and end date for the statement period
Review the statement preview — you’ll see the new layout grouped by sale and payment
Share the statement using the Send to Email, Download or Print options
⚙️ If your clinic uses the Detailed format, the statement will show sale line items, quantities, and amounts under each sale.
📄 Understanding the Statement Layout
Each client statement now includes the following sections:
1. Outstanding Balance
Begins with an Opening Balance based on the statement start date
Lists all sales and related payments within the selected time frame, in chronological order
Shows a Running Balance next to each sale
Detailed format includes sale line items, descriptions, quantities, and amounts (beta)
Ends with a Closing Balance aligned with the statement end date
2. Client Credit Balance (beta)
Displays any entries that created the client’s credit balance
This section is not limited by the statement date — it reflects all existing credits
3. Ageing Summary
Shows outstanding sales grouped by ageing periods (e.g. 0–30, 31–60 days, etc.)
Based on the date the statement was generated
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.
Steps to download statements
Navigate to Reports >> Financial Reports >> Accounts Receivable
Click on Download All Statements
Enter the Date range for the statements
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
FAQs & Tips
Q: Are statement entries limited to the selected time frame?
Yes — only sales and payments within the chosen date range are included in the statement.
Q: Can I still print and post statements?
Absolutely! You can download all generated statements as PDFs from the automated statements view for postal sending.
Q: Where can I change the format type?
Under Administration → Clinic Preferences → Invoices and Statements, in the Statement format setting.