When you get a request from your clients for the statement which proves that the therapy was paid for over a period of time for tax purposes or to check for the payments made.


To generate the statement:


1. Go to Contacts --> Search for the contact under “Name search” --> Select the contact and Click on “Statement” on top as shown.




2. Select the Date Range to requested time period --> click on Refresh, now the all the details from selected date appears on the window.


3. Now you can either download or email the statement to client.