Download and Print Statement

Before a Statement can be Printed, it must first be Downloaded, which saves a digital copy of the Statement to your device for easy access and record-keeping. Printing a Statement allows you to produce a physical copy of all transactions on the Debtor’s account, summarising the financial activity within a defined period. The Statement serves as an official record, providing detailed information about posted Invoices, payments, Journals, and outstanding balances, ensuring both the Practice and the Patient have a clear and accurate overview of the account.

Web App:

Roadmap 1: NW > MOD Diary - S Diary > Booking - SB Diary > B Account Details - S Account Details > B Statement - Statement PDF Download > Statement PDF Download - PDF Statement Document > B Print - S Print 

Roadmap 2: NW > MOD Diary - S Diary > Booking - SB Diary > B Download Statement - Statement PDF Download > Statement PDF Download - PDF Statement Document > B Print - S Print 

Roadmap 3: NW > MOD Debtors - S Debtors > Select Debtor - SB Debtors > B Account Details - Statement PDF Download > Statement PDF Download - PDF Statement Document > B Print - S Print 

User Manual Link: Download and Print Statement



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