• Overview
• Balance Forward Statements
• Printing CaseView statements
• Specifying footers for statements
• Printing statements on company letterhead

Using the Statement documents

Client statements are summaries of outstanding account receivable activity during the period specified. Outstanding Invoices appear as debits while outstanding cash receipts appear as credits and have the description "Advance payment".

The bottom portion of a statement details the amounts owing by period: Current, 32-62 Days, 63-92 Days, and Over 92 Days. Therefore, if interest charges appear on the statement, the client can easily ascertain why the interest charges were applied. The report itself displays any memos entered to explain cash receipts and cash receipt transfers.

They can also show the balance forward, if needed.

Client Statements are normally printed monthly, either at the beginning of each month for the previous period or at the end of the month. Prior to printing statements, it is important that the account is up to date; all invoices for the period must be in the system, any cash receipts received for the period must be recorded, and interest must be processed.

The client address on statements will fit in a standard window envelope.

While viewing the statement document, you can drill-down from it to the actual invoices and credit notes detailed in it by clicking their entries on the statement.

There are four types of CaseView statements:

1. Client - Detail - shows details on statements generated for clients
2. Client - Summary - shows summary information without detail on statements generated for clients.
3. Group - Detail - shows details on statements generated for client groups
4. Group - Summary - shows summary information without detail on statements generated for client groups.

Related Topics

• Formats for Statements
• Statement document properties