Practice Pro - How to generate a billing statement
Start by opening the Billing Statement section from the left navigation bar.
Click 'Generate New Billing Statement'.
The statement date will automatically default to Today, but you can adjust it if needed.
Select your Client (and Matter if required).
The billing contact defaults to the client.
Select the status of your statement:
Preparing (you can still make edits or adjustments)
Finalized (This locks the statement so no further changes can be made).
Processed (This means the statement has been finalized and emailed to the client).
Next, Choose a statement type
Either select Invoices and Payments in a date range, which will allow you to select the date range with a specified beginning and end date.
Or,
Select open Invoices and payments applied to them.
You can also add a client note if you'd like it to appear on the statement, or a private note for internal use only.
You can customize how your statement looks using the additional settings:
Check Split Charge / Credit columns to show debits and credits.
Select show Credit available to display any remaining client or matter credit.
Choose the transaction order, either Ascending Recent Last or descending Recent first.
Once set up click Save
Generate Multiple Bill Statements at once
To do this, navigate to Unbilled in the left sidebar and open the Generate Statements tab, or go to Prebilled and select Generate Statements.
From either location, choose whether you'd like to generate statements by Matter on the Generate by Matters tab or by client on the Generate by Clients tab.
Use filters to narrow down which billing statements you want to generate.
Example:
Go to the Generate by Client tab and select All filters.
Choose the originator, then review the default filters
Type is set to with positive invoice balance to show clients with outstanding AR, which is the most common selection
Exclude records with defaults to existing statement in progress to prevent regenerating statements already in progress.
Select the individual statements you want to generate or select all.
Open the Generate Statements, drop down and choose Generate Statements.
Make any necessary updates and then click Generate Billing Statements
Your billing statements have now been generated.