Billing Q&A: Include Clients with Activity

November 2019    Tags: , , ,

I’m generating firm-wide statements but only want to generate draft statements for clients that have something new to bill. How can I generate statements without including clients with only a previous balance due?

When using a large range of Client ID’s, you can select to only include clients that had activity (e.g., fees, costs, payments and/or client funds transactions) since the last statement generated.

To generate statements for only clients with activity

  1. From the Statements menu, click Generate Statements.
  2. From the Client tab, enter the desired Client ID range.
  3. From the Options tab, in the Criteria section, select the Include Clients: with Activity option.
  4. Select any other criteria that is required and then click OK.
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