Task guide
A client's statement of account
Read and print a client's account with the firm over a period, with a running balance.
Read it
- Open the client on Parties and choose Statement.
- Choose the period. It starts on the first of January by default and ends today.
The statement opens with the balance brought forward. It lists each bill, credit note, payment and write-off, oldest first, with the balance after each one, and ends with the balance carried forward. Each bill and credit note links to its page.
Print it
Print prints the statement as shown.
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Read next
- Bills and credit notesRead a posted bill, send it to the client, record the Revenue Authority's reference and correct it with a credit note.
- Write-offs and bad debtWrite off what a client will not pay, have larger sums approved, and see what the firm gives up by matter, client, fee earner, reason or month.