The Current Client Statement Report is great for generating a detailed overview of all outstanding invoices tied to the client who is listed in the Patient Reserve.
1. Select the Reports tab within the Dashboard along the left side of the screen.
2. Select the Detailed Reports widget, and then select the Current Client Statement widget.
3. Select the Formatting Preference, and then select Get Report.
You can also access a current client's statement from the Invoices screen. For more information, check out Invoices: Generating One Owner or Multi-Owner Billing Statements.