Rebuilding Statement Balances
practiceQ allows you to generate statements for your clients: Client Statements
Sometimes you may have incorrect balances showing for certain clients, which may be a result of our system handling payment credit differently in the past. if you suspect this is the issue, follow the steps below to rebuild the balance entries for specific clients.
- Load the profile of the client you're having the issue with, and go to their "Invoices" tab.
- On the invoices tab, click the "Credit Balance" text to bring up the pop-up for adding or removing payment credit on the client.
- In the credit balance pop-up, click the "Rebuild balance entries..." link at the bottom.
- Confirm that you want to rebuild the entries, a description of what is about to be done is displayed.
Once you confirm, the process will complete and the pop-up will go away. If you still are having issues with statements for the client after doing this, reach out to support and we'll assist further.