Print / Email a Client Statement

To print or email a client statement summarizing all visits and payments, complete the following steps

• 1

  Navigate to a Client detail page and click the Stmt button

  
• 2

  A PDF of the client statement will appear, right click and select Print

  
• 3

  To Email the Statement, from the Client detail page click on the Email Stmt button

  
• 3

  The Send an Email page appears. Note the Statement is attached at the bottom. Complete the email and click Send