About Client Statements

Client statements provide a record of the balance owed for a given time period.

Click below to view a short video about client statements:

General Information

• PracticeQ allows you to create a statement for any date interval, containing all the charges and payments for that period. 
• You can share the statement with the client in the following ways:
  
  • Print and mail
  • Email
  • Send via Secure Messaging Portal
• Client statements are not used for insurance billing or reimbursement. They merely track client invoices.

  

Customize your Statement Email Template

• If you send statements to your clients via email, you can customize the email template under Lists → Invoices → Invoice Settings → Emails → Statement Email.