Account statements are really useful for creating a list of invoices for multiple appointments. For example, if an insurer wants to know all of your patient's or client's appointments (including dates and prices), as well as the remaining balances for those treatments, an account statement is the way to go.
- Select a patient
- Click the Account Statement button
- Use the filters to select the range of invoices you want to display on the account statement
You can choose a date range or use the monthly options, select whether you want to only include outstanding invoices, and if you want to include payments or not.
Be sure to hit Apply filter!
This will apply your filters to the invoices and payments below. If you've selected something in error, you can just click "Clear filter" and start again.
- Print or Email the account statement
Like on the invoice page, the Email to patient and Email to other buttons will only appear if the patient has an email address and invoice to email address.
And that's it for creating and emailing account statements!