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Cleo users are able to generate account statements that provide opening balances as of a specified date, closing balances as of a specified date, and a printable version of the outstanding balance for client or your own records.
Sample Of A Statement Of Account
This report can be provided to customers as a reminder of dues or a billing history report.
Patient Statements Print Sample
To generate an invoice, go to the Invoices tab and click the arrow to the right of the New Invoice button, then New Invoice. Here you can refine the information you want to extract into the statement.
Group Results By: Determines the order in which the reports appear in the PDF when the report is generated for all customers. Defaults to “client”. Changed to “Lawyer Liability” to change the order of presentations.
Select a date range: When you select a date range, any activity prior to the start date will be carried forward as an “opening balance”. Any transactions that appear outside the selected date range will not appear in the final report.
Account Balance: Check the appropriate boxes if you would like to display customer trust and/or operating balances. The amount will appear at the bottom of the statement.
Excel Of Billing Statement.xlsx
Billing Theme: You can choose an existing billing theme to style your account statement. Note that you cannot create special billing topics for account statements, nor can you modify the information included in the statement.
Format: You can choose PDF if you want to save/open/print the statement. You can also save this file in zip format for backup on your computer.
It does not show any other types of transactions, such as amounts deposited in trust or transactions not related to bill payment.
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