It is sometimes easier to show a patient their payment history as a statement. This will show a chronological list of invoices and payments for the patient over a time period.

In the patient’s accounts tab, select the Statement of Account button at the top. This allows you to enter a date range for transactions and gives you the option to email or print the resulting statement.

Pressing the Envelope button will take you to the patient’s correspondence tab and open a new email to the patient with the statement attached.

Clicking the Printer button will print the statement as shown on screen.

An example statement of account:


For help with emailing and printing individual invoice and receipts, look at our WEb page - Print and email an invoice or receipt

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