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Printing

Print invoices and statements to send by email

Generate your invoices and statements for the period in the Print Invoices & Statements screen. From this screen, you can print any posted invoices to a variety of outputs, send invoices and statements to clients via email, filter the list of invoices or statements to print only those that meet your criteria, and override a client’s default statement format.
  1. Select
    File
    ,
    Print Invoices
    , then
    Statements
    .
  2. Select the
    Invoices
     tab or the
    Statements
     tab.
  3. Mark the checkbox for each invoice or statement to print.
  4. Use the following options to further define the statements you want to print.
    • Select the date for the statement in the
      Statement date
       field. If you select
      Custom
      , enter the date in the additional field.
    • In the
      Statement activity date range
       fields, select beginning and ending dates to specify the A/R detail information that displays in the ledger section of the statement. A/R items dated prior to the range will display as a beginning balance.
    • To override the default statement format, select a different format from the
      Format override
       field. The dropdown list contains all of the firm’s statement formats.
    • Select
      Options
       for additional ways to include or exclude clients based on their balances and or invoices during the activity range.
  5. Select
    Print Selected
     to print directly from the Print Invoices & Statements screen.
  6. Print the invoice or statement to 1 or more of the following outputs:
    • Output to printer
      : Mark this checkbox to send the invoice or statement to the default printer for your workstation, or select a different printer from the dropdown list.
      • Print Labels
        : Mark this checkbox to print labels in the selected format for the selected clients.
      • Print Letters
        : Mark this checkbox to print letters in the selected format to the selected printer.
    • Output to FileCabinet CS
      : If you're licensed for FileCabinet CS, mark this checkbox to send the invoice or statement to FileCabinet CS when you print, then select the appropriate filing option (
      Current Year End
      ,
      Current Period End
      , or
      Report Date
      ). If the client doesn't yet have a folder set up in FileCabinet CS, Practice CS will create a folder with the same name as the client’s Practice CS client ID. To create a link to the printed invoice in FileCabinet CS, mark the
      Create Invoice Link to FileCabinet CS Document
       checkbox.
    • Output to GoFileRoom
      : If you're licensed for GoFileRoom, mark this checkbox to send the invoice or statement to GoFileRoom when you print. You must also choose a file format (pdf, rtf, txt, or xls) from the dropdown list. To create a link to the printed invoice in GoFileRoom, mark the
      Create Invoice Link to GoFileRoom Document
       checkbox.
    • Output to file
      : Print to a file (pdf, html, rtf, txt, tiff, or xls) that's saved in the folder you specify in the field provided. To create a link to the output file, mark the
      Create Invoice Link to File
       checkbox.
    • Output to email
      : Print the invoice or statement as a specific file type, and then send the file to the client as an email attachment. The client whose email address is listed on the Contact Info tab of the Clients screen will receive the message. The subject line of the message is
      [Invoice/Statement] from [name of your firm]
      . The From line will show the Outlook email address of the staff member printing the invoice or statement. The message will include the text
      Please find [invoice/statement] #[number] from [name of firm] attached to this email
      .
    • Save emails to Drafts folder (do not send)
      : Mark this checkbox to save email messages to a Drafts folder for editing.
    • Output to NetClient CS
      : If your firm is licensed for NetClient CS, mark this checkbox to print the selected invoice to the client’s portal.
  7. Select
    OK
     to print the invoice or statement to your selected outputs.
  8. Select Back on the toolbar to exit the preview screen.

This article applies to:

  • Product: Practice CS
  • Subject: Print