Print a Combined Statement

Print a combined statement of open invoices, paid invoices, or superbills easily from a client or group ledger.

Getting Started

  1. From a client or group ledger, click the ledger action button and locate the Print Combined Statement option.

  2. Select the type of statement you would like to print and the date range to include in your statement.  The available options are; open invoices, paid invoices, and superbills.  (Superbills are not available for clients using insurance billing).

  3. Click 'Print' to begin the download of your combined statement PDF.  

  4. Combined statements can also be printed from a group record and the client portal.

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