Statements

To view the statements:

  • Click the Invoices/Bills tab
  • Click the Statements link

Statements

 

  • Click the Create Statements link to create statement(s)
  • Select a statement entry; specify the sending mode such as Printer/Email/AutoMail check boxes and click the Send button to send the statement
  • Click the download icon against the statement entry to download the statement in the specified format

Statements can be created for all clients, specific clients, or specific matters.