Send statements

Send statements by email, or print and mail them. You can also export the mailing list to a spreadsheet. It's important to review overdue accounts before sending statements.

See To add a billing message to a statement, invoice, or estimate to learn how to update your statement. 

Send statements

1. Click your name in the menu bar. Then click Administration.
2. Under Branch Management, click Statements.
3. Outstanding balances as of the end of the current month are listed. If you change the date, click Go. You can also change the types of statements you want to send by selecting a different option from the drop-down list.
4. Select the record(s) on the page you want to print or email. To select all records on a page, select the header checkbox next to Client.
   Note: Page numbers will display at the bottom of the page when there are more than 100 records. You can only select and print or email records one page at a time.
5. Click Print to open the statement in a new browser tab, where you can print or edit the statement.
   Tip: By default, website information and page numbers may appear on documents you print using your local printer. See Remove headers and footers on printed documents.
   OR
   Click Addresses to open the mailing label in a new window, where you can print or edit the label.
   OR
   Click Email. You will be notified that the selected statements have been email successfully.
6. Click the next page number to review additional records, as available.
7. Repeat steps 4-6 until you have printed or emailed all the statements, as needed.
8. To export the statement information as a CSV file, click Export (CSV). 
   Note: All statement information will be included in the CSV file regardless of the records selected. If you need to filter the information, you can do so in Excel or preferred spreadsheet application.

Send multiple unpaid and partly paid invoices for one client

1. From the Statements page, click the client's name. 
2. Click Collect Payment.
3. On the client's Outstanding Invoices page, select all the invoices and credits to send. Then click Print. In the preview window, you can see the number of emails that will be sent.
   Note:
   
   • For customers using multi-pet invoices. All selected invoices and credits will be combined in one email automatically. 
   • For customers using a custom invoice template. By default, each selected invoice or credit will send as individual emails. 
4. From the Preview page, send the email.
   
   • For customers using multi-pet invoices. Click Send 1 Email.
   • For customers using a custom invoice template. 
     • To send each invoice or credit as an individual email, click Send # Email (where # equals the number of emails that will be sent.)
     • To combine and send all invoices and credits as one email:
       • Click Edit.
       • Click Save Changes.
       • Click Send 1 Email.

You also have the option to print the invoices from the Preview window.

Send multiple unpaid and partly paid invoices for more than one client

If your practice wants to mail outstanding invoices to clients along with their statement, you can choose which clients' invoices to include then print from Invoices Awaiting Payments.

You also have the option to email the outstanding invoices in bulk.

1. Click the Collect Payments tab.
2. On the Invoices Awaiting Payments tab, the default view is all invoices that were closed “today” and are awaiting payment. Review or edit the date range, as needed.
3. To sort by client name, click the Client column header.
   Note: If you are printing the invoices to send with the monthly summary statements, the invoices will conveniently be in alphabetical order for you to match up with the statements.
4. Review and select the invoices you want to send.
   Tip: To select all, select the checkbox to the left of the Invoice No. column header.
5. Click Print. The Preview window will open in a new browser tab.
6. To print the invoices, click Print.
   or
   To email the invoices, click Send # Email (where # equals the number of emails that will be sent.).
   Note:
   
   • For customers using multi-pet invoices. All selected invoices and credits for a client will be combined in one email automatically for that client. 
   • For customers using a custom invoice template. Each selected invoice or credit will send as individual emails.