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

You can also access the following areas in this section

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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

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  Add Client Payment

• Use the Add Client Paymant to add a payment the client payed