![]() Additionally, the Activity Statement will reflect the Applied Date of any Adjustments recorded on the Billing Cash Receipt. A Cash Receipt or Credit Memo that has been applied from an Alternate Payor displays with an asterisk (*) to differentiate from one that was applied by the primary Customer Account. The Activity Statement will include applied Cash Receipts and Credit Memos from Alternate Payors (Accounts). The Include Alternate Payor checkbox defaults to checked to allow the statement to include activity for a Billing(s) that was paid by an Account other than the primary Customer Account.Note: While the Currency and PDF Format fields are automatically updated, you can manually select a different currency and/or different PDF format, if necessary. Additionally, the PDF Preview at the bottom of the page will update to reflect the selected change. For example, if you select a GBP Ledger, the Currency field will automatically update to GBP, and the PDF Format field will update for the related PDF format (if available). If you select a different Ledger, the Currency field and the PDF Format field will automatically update accordingly to match the selected Ledger. If Multi-company is enabled, then you can select a Ledger from the picklist other than the default. The Ledger will default to what is set up in the Default Ledger.Select the appropriate tab for an Activity Statement.Select a list view (other than the Recently Viewed list view).Then, under the Master menu, click Accounts. Navigate to Accounting Home and click the Setup tab.This is typically generated as an inception-to-date report. An Activity Statement will show any Billing, Billing Credit Memo, Cash Receipt, Cash Receipt Adjustment, or Alternate Payor Reference (if applicable) for a customer within a specific date range.An Outstanding Statement will show any outstanding invoices to a customer and their current balance.If you would like to find out how to create a statement that is billed to a client, please read our article here.Customer Outstanding Statements and Activity Statements are useful when dealing with inquiries or disputes from your customer regarding what they owe or have paid. If you are using multiple Locations, you can modify the default Location (and the clinic details printed on Statements) by navigating to Settings → Configuration → Locations and alter which of them is the Default. You also have the option to either Email, Print or Delete the Statement Įach Statement is designed to print the default Location configured in your account into the header of the document. This will show the referrer details at the top right hand of the Statement (the same place that it is shown on a normal invoice). Once you have created your statement you have the option to show the Referrer on the statement, which you can do this by ticking "Referral". Tick the invoices and payments which you would like to combine into the statement. ![]() Optional: You can also type some text which will print at the bottom, like payment instructions for example.Enter the date range, or leave as the default 30-day period.Select the Statement Type: ' Activity' or ' Outstanding Invoices'.In the Statements tab, click " New Statement".For information on how to do this, please read our support article here. You will first need to ensure that the client's invoices have been billed to the Third Party. ![]() Superbill: will show you both paid and unpaid invoices in that period (displays the title ' Statement for Insurance Reimbursement' on the printed form) Outstanding Invoices: Unpaid invoices in that period only Activity: Both paid and unpaid invoices in that period There are three different statement types to choose from, which work as follows: Third-Party Statements allow you to show multiple paid or unpaid invoices for a certain period of time for a particular client or for several clients. Creating Statements Billed to Third Parties
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