The checklist below outlines the recommended steps that are most relevant when running monthly client statements.
Generating the Aging Summary
When running client statements, the aging summary report will display a list of clients who have an open balance on their accounts. For more information, check out the following article:
Generating the Client Statements
To generate statements for all clients who have an open balance on their accounts. For more information, check out the following article:
Generating the Statement Mailing Labels
After you've printed the client statements, it's also helpful to use the statement mailing labels available within your Hippo Manager site. For more information, check out the following articles:
Helpful Tip:
If you wish to generate one client's available statement, check out Reports: Detailed Current Client Statement.