Statement templates can be used to customize what is and is not included on a statement. In this instance, we can create a Statement Template using the Invoice Format. When using Invoice Format, only fees, costs, and client funds will show on the bill. Previous balance, payments, credits, and finance charge will still be processed, but will not print on the bill and likewise are not included in the Balance Due.
To create an Invoice Format Statement Template
To assign the statement template to a client
Note: You have the option of including credits and finance charge on Invoice Format statements via Statement Customization (Statements | Statement Setup | Statement Customization).