If you have invoices outstanding you’ll want to produce statements for clients.
- Access the Reports screen from the Tessera screen and use the Incomplete Invoices button.
- Print a list detailing all amounts currently outstanding.
- Leave this screen and return to the Invoice Component to view all unpaid invoices listed on screen.
- Access the Statements of Account screen where statements can be printed.
- Click on invoice button for more invoice details.
Printing and exporting statements
Use Produce Statement to access this screen.
- Specify how statements will look once printed using Statement Preferences.
- Select a statement to print or copy to the Clipboard.