Print a Statement of Account

The Statement of Account lists a payer's current unpaid and paid invoices, any payments made, and any relevant notes. It also includes the total billed, total paid, and total account balance.

  1. From the menu to the left, click Reports.
  2. Click the Select a Category drop-down menu and select Accounting Reports.
  3. Click the Report drop-down menu and select Statement of Account.
  4. Click the Payers drop-down menu and select the payer for whom to print this report. You can also select All Payers.
  5. Click the Date Range drop-down menu and select a date range for which to run this report. You can also select Custom to set a custom date range in the From and To boxes.
  6. Click Run.

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