How Do I Print Statements?

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Web Suite gives you the ability to print statements for clients even if they have no invoices for a particular month. However, as an exception you can choose to ‘Exclude Clients with Billing Between’ specified From-To dates.

 

As in case of invoices, statements in Web Suite are intelligent enough to see there is a contact listed for a project and change the address to the contact’s address.

 

To preview or print a statement:

 

  1. Open Report Center screen from the Reports menu.
  2. On the Standard tab, select a statement from the Billing category. It displays on the Selected Report Path.
  3. Click View to preview the statement. From the Viewer, you can export, email or print the statement.

 

Alternately, you can print statements directly from the Statements screen. To do so:

 

  1. Open Statements screen from the Billing menu.
  2. Set the Invoice Date Filters to preview statements for a specific time or All Dates.
  1. Specify the Statement Type, whether Project or Client Statement. ‘Other Type’ provides various alternatives to choose from—Outstanding Invoices by Project, Client Statement by Project—Full Details, etc. Alternatively, click  to browse for a custom statement and load it.
  2. If desired, select Other and Additional Filter Options for selective viewing of data on the statement. You can choose to view information by groups or discrete items, status and so on.
  1. Click Print to preview and print the statement.
  2. When you have finished, click Close to exit.

 

To customize invoice templates, you can use Crystal Reports 9.0 or later to do it yourself, or contact us for Report Customization Service at (310) 602-4020. Many of our invoice templates are available for preview at www.bqe.com/GenSolutionsor you can check out the free BillQuick eBooks for billing managers, business managers and project managers. You can also check out the detailed BillQuick Report Book.