Once you have set the account statement configuration (See: Invoice and Account Statement Configuration) you can create individual Account Statements for any of you accounts in the following manner:
Troubleshooting Notes
The 'Statement Recipient' (a contact with a 'valid' email address only) needs to be added to the Account page if you are either creating/emailing an Account Statement from the Account page.
If you are attempting to create and/or send an Account Statement and that account does not have a statement recipient chosen and that statement recipient does not have a valid email address then the Statement will fail.
Navigate to the Accounts Tab
Choose an Account View
1. Click the Name of a view to highlight it
2. Click the GO button
Choose the Account
Click the Name of an Account to navigate to it
Use the Account Statements related list
Click on the New Account Statement button
Account Statement Edit Screen
Set the Time frame and additional details:
- Account: will populate the Account name for the Account you begin the Account Statement process on.
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Matter: alternately chose one matter
- If you do not chose one specific matter, the Account Statement will contain details for all matters on the account that fall within the time frame chosen
- Start Date: Set date to Start the data on the Account Statement
- End Date: Set date to End the data on the Account Statement
- Last Statement Received: alternately, fill in the date of the last statement if you wish this given to the Account Statement recipient
- Click Save to save information chosen and generate Account Statement
Account Statement Detail Screen
This screen contains the details for the Account Statement.
To open and view the Account Statement click View in the Notes and Attachments section