Users with Billing access can easily download a client statement as a PDF, allowing you to save, share, or print the statement directly from the Receivables detail page.
Steps to Download a Client Statement:
Navigate to the Client’s Receivables Detail Page:
From the main menu, go to the Billing section.
Search for the client whose statement you need to download.
Click on the client's name to open their detailed receivables view.
Access the Receivables Activity Section:
Once you're on the client’s Receivables detail page, find the Activity section, which shows all billing and payment activity for the client.
Download the Client Statement:
In the top-right corner of the Activity section, locate the Download icon (a downward arrow).
Click the Download icon to generate the client statement as a PDF.
Save, Share, or Print the PDF:
After the PDF is generated, you can:
Save it to your device or cloud storage.
Email it by attaching the PDF to a message.
Print the statement for physical documentation.