How to generate a batch of 'Unpaid Invoice Statements'.
1. On your dashboard, click on 'Pending Total'.
2. Select 'Unpaid Invoice Statement'.
What is the different between a statement and an invoice?
Invoice: Generates new invoices and invoice numbers for your batch. Your matter ledger and trust ledger will reflect these changes.
Statement: A Unpaid Invoice Statement displays the client, matter information and the invoice numbers with total amount due. This does not create a new invoice number, just an overview of what's due for all matters.
The Unpaid Invoice Statement template can be modified in the 'Custom Invoice Template' section.
Optional - Include original invoices with statement: Includes copies of the original invoices.
3. Enter the number of days the invoices has gone unpaid, leaving blank will pull all invoices.
4. Be sure to select any additional filters that are applicable. When finished, click 'Get Answer'.
When generating a statement, you can get a downloadable copy of it by selecting “Pre-bill.”
When generating a statement, if you choose “Invoice,” these statements will be saved to your Matter Documents. These statements will be sent to your clients via email or the client portal if the invoice-sharing option is selected for that matter.