Account Statement For Client
January 23, 2013
Time59 has a new feature called Account Statement For Client. It's a document that displays a summary of a client's account activity and includes a request for payment. It's a great tool for managing past-due client accounts.
You can access the statement by going to the Invoicing & A/R tab. Look for the link "Account Statement For Client". It's below the "Create A New Invoice" button.
It's easy to produce the statement. You simply specify the client, then the statement date and current amount due. (Note: The current amount due is automatically set to the client's current balance but you can specify a different amount for immediate payment.) You'll then see a preview of the statement and be given the option of emailing it or printing it and ground mailing it. The printed version is formatted for a standard window envelope.
The new statement is a simple and quick way to stay on top of client accounts that are past due. All of the math and formatting is done for you. Give it a try and let us know if you have any questions or suggestions for improvement.
Account Statement For Client Question and Answers
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What is the Account Statement for Client feature?
The Account Statement for a Client is a document that summarizes a client's account activity and includes a payment request. It is designed to help manage past-due client accounts efficiently.
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How do I access the Client's Account Statement?
You can access this feature by navigating to the Invoicing & A/R tab. Look for the link labeled "Account Statement For Client" located below the "Create A New Invoice" button.
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How do I create an account statement for a client?
To create an account statement, specify the client, the statement date, and the current amount due. The current amount due is automatically set to the client's current balance, but you can adjust this amount for immediate payment if needed.
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Can I preview the account statement before sending it?
Yes, you will see a preview of the statement before you have the option to email it or print it for ground mailing.
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Is the printed version of the account statement formatted for standard envelopes?
Yes, the printed version is formatted to fit a standard window envelope.
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How can this feature help with managing past-due client accounts?
The Account Statement for Client feature automates the math and formatting, making it a quick and simple way to track and address past-due accounts.
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Can I specify a different amount for immediate payment on the account statement?
Yes, while the current amount due is set to the client's current balance by default, you can specify a different amount for immediate payment.