Account statements are really useful for creating a list of invoices for multiple appointments. For example, if an insurer wants a full list of a patient's appointments (including dates and prices), as well as the remaining balances for those treatments, an account statement is the way to go, because it provides a summary of that data!

Create an Account Statement

Find the patient that you want to create the account statement for, and click on Account statement:

Then, use the filters to customise the statement:

Hit Apply filter, and you will then be able to see the statement, as well as email or print it:

All done! 👌 If you need to create a standalone invoice for a patient, you can learn how to do that here

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