This article explains how to generate a Client Statements Report in Unity®Practice Management.

Generating a Client Statements Report

1. Click the Money icon, and select Client Statements

   

2. Select the days or months to display bills with debts older than
3. Tick the checkbox to Include Paid Bills
4. If you would like to include the Header, tick the checkbox labeled Header and enter the header text
5. Tick the following checkboxes:
   • Addresses
   • Date/Reference
   • Salutation
   • Bills list

6. Specify the line breaks before and after

   

7. Select the Preview option

8. Once done, click Report