Account
Creating new statements
You can access clients file by searching the name of the client on the Dashboard. In the client's file > Account tab> Statements > New Statement
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You can also access the following areas in this section
Payments
You can record a payment history of a client here. To add a new payment click on the button that says "Add client payment".
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Copay
Similarly you can enter a copay by clicking on button that says " Add copay" this will record the payment or due copay amount.
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Superbills
You can all the superbill that are associated with a client here.
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Billcases
You can view all the billcases for that client here with the total amount due here.
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Add Copay
Use the Add Copay to add a copay the client payed
Add Client Payment
Use the Add Client Paymant to add a payment the client payed