You can invoice a client, but that doesn’t guarantee you’ll be paid promptly. Send statements to remind clients they have outstanding amounts.
When you set up a client, you indicate whether they’ll receive statements or not. To review how a client is set up, navigate to [b] Receivables, then [a] Client Entry.
If the ‘statements?’ field is ‘Y’, then statements will be produced for this client.
To produce client statements, navigate to [b] Receivables, then [l] Client Statements.
Specify which clients you want to send statements to, and the date range of invoices to include.
The report prints each client’s outstanding invoice amounts on a new page.
The client statements are intended for regular mail. You can print out all the statements and separate each into a windowed envelope.
If you want to email a statement, you’ll have to request a single client and then select the email option on the print preview window.