Dental Lab Customer & Production Management

Statements

Statements

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Statements

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1.Navigate to Billing Accounts form

2. Find the account that you want to inspect.

3. The second tab is Statements where you can see and e-mail all related statements.

V12 - Billing accounts - Statements tab

Billing Accounts form with Statements tab

4. To see details of a selected Statement, click on V9 - View 2

5. The selected statement will display.

6. To e-mail the selected statement click on V9 - E-mail.

7. The E-mail form will open and the selected statement is added as an attachment.

 

See also:

Billing Accounts

Billing Accounts Payment Manager

How to Post a Payment

How to create Statement