Practice Pro - How to view and manage your statements.
From the Left Navigation bar, click Billing Statements
The screen shows a complete list of all previously generated billing statements.
Use the tabs at the top of the screen to switch between all statements or narrow your view to those that are currently in preparing, finalized, or process status.
You can quickly locate a specific statement by entering in its number, or click All Filters to refine your results with more detailed filtering options.
You can also customize your view by selecting Settings in the top right corner of the table, where you can choose which columns you want to display.
In the billing statement you want to work with, you'll see several options in the Actions column, each available based on the statement's current status.
View Billing Statement PDF lets you open and then download or print the statement.
Edit Billing Statement is available only for statements in preparing status and allows you to make changes including updating the status.
You can also delete a billing statement when needed.
For statements that are in processed or finalized status, additional options become available.
You can e-mail statement directly to the client.
And view e-mail history to see past e-mail activity.
