How to Download, Print or Email a Statement



Why Use This Function:

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.


The Contents of This User Manual:

  • Download Statement from the Diary Sidebar.
  • Download Statement Button
  • Download Statement from the Debtors Segment
  • Download Statement from the Account Details screen
 
  • This user manual will start on the Dairy sidebar.



Download Statement from the Diary Sidebar.

This function allows you to download and view a Patient’s financial statement directly from the Diary screen, providing quick access to account details without navigating to the Debtor module.

  • Click the Download Statement button.

    • The Statement will automatically download into your Downloads folder.

Download Statement Button

The Download Statement button allows you to generate and download the selected Patient’s financial statement directly from the Diary screen for review or printing.
  • Click on the Download Statement drop-up menu for additional options.

    • The Download Statement drop up menu will open.


  • Click on the Advance Statement button.

    • The  Add/Edit Parameters screen will open.


  • For more information on the Add/Edit Parameters screen, please refer to the user manual: Statement Parameters.

  • Click on the Email Audit Statement button.


    • The  EMAIL-Add/Edit Workflow Event screen will open.



  • Click on the Download Audit Statement button.


    • The Audit Statement is downloaded and saved in the Downloads folder.


  • For more information on the Audit Statement, please refer to the user manual: How to Download and Print a Statement.

  • Click on the Email Statement button.



    • The  EMAIL-Add/Edit Workflow Event screen will open.


  • The Audit Statement is downloaded and saved in the Downloads folder.


Download Statement from the Debtors Segment

This function allows you to download a patient’s financial statement directly from the Debtors segment, providing quick access to account information for printing or review.
  • Click on the Navigation Wheel.


    • The Navigation Wheel will open.


  • Click on the Debtors Segment.



    • The Debtors screen will open.



    • Click the desired Debtor from the Debtor List.


    • The Debtors sidebar will open.


  • Click on the Account Details button.

    • The Account Details screen will open.



    • The Statement will download in PDF format.
  • Click on the Statement drop-down menu.
 
    • The Statement drop-down menu will open.


  • Click on the Email Statement button.


    • The  EMAIL-Add/Edit Workflow Event screen will open.


  • The Audit Statement is downloaded and saved in the Downloads folder.


  • Click on the Email Audit Statement button.


    • The  EMAIL-Add/Edit Workflow Event screen will open.



  • Click on the Advance Statement button.

    • The  Add/Edit Parameters screen will open.


  • For more information on the Add/Edit Parameters screen, please refer to the user manual: Statement Parameters.

Download Statement from the Account Details screen

This function allows you to download a patient’s financial statement directly from the Account Details screen, providing easy access to account information for review, printing, or distribution.
  • From the Diary screen, Click on the Patients booking for whom a Statement will be downloaded.



    • The Dairy sidebar will open.

  • Click on the Account Details button.


    • The Account Details screen will open.


  • Click on the Statement button.

    • The Statement drop down-menu will open.


  • Click on the Email Statement button.


    • The  EMAIL-Add/Edit Workflow Event screen will open.




  • The Audit Statement is downloaded and saved in the Downloads folder.


  • Click on the Email Audit Statement button.


    • The  EMAIL-Add/Edit Workflow Event screen will open.



  • Click on the Advance Statement button.

    • The  Add/Edit Parameters screen will open.


  • For more information on the Add/Edit Parameters screen, please refer to the user manual: Statement Parameters.

Last modified: Tuesday, 25 November 2025, 10:24 AM