- Click on Account in the toolbar
- Select the Patient or Organisation
- Select the Statement Tab
Set the statement closing date
Enter a date into the closing date (default is today).
Transactions after this date will be excluded from the statement
Set the statement opening date
Transactions prior to this date will be summarised as the Opening balance
- Select Current Month (Default)
- Select 3 Months
- Select All Transactions
- Specify the opening date
Details of transactions after the opening date will be included in the statement
- Enter any Message that you wish to include in statements.
- Click on the Print Button
- Click on Preview
- Click on the Email Button.