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.

1. Load the profile of the client you're having the issue with, and go to their "Invoices" tab.
2. On the invoices tab, click the "Credit Balance" text to bring up the pop-up for adding or removing payment credit on the client.
   
3. In the credit balance pop-up, click the "Rebuild balance entries..." link at the bottom.
   
4. 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.