Settlement Statement shows list of history of all transactions

Settlement Statement, list the history of all transactions for the client 

Q:  How do I print a Settlement Statement? 

A:  BILLING -> REQUEST INVOICE tab 

Find the File and Select it (or put in the File number). 

In the bottom left of the screen click in the "Action" box and a new option has become available in the list: 

    "Settlement Statement". 

Choose the "Settlement Statement" option and press the "Process" button on the left. 

A small menu box will appear.  Just click "OK" to get a complete Settlement Statement. 

The "Request Invoice" screen will be refreshed and a PDF will be created in a few seconds showing the "Settlement Statement". 

Tips and Tricks: 

Q:  I am on the Request Invoice tab but the option "Settlement Statement" is not available in the list. 

A:  If there is no file number in the "Files to Scan" section the option will not show up in the list. 

Q:  What does the Settlement Statement look like? 

A:  It shows a list of all transactions for the life of the file:  Time/Fees entries, Expenses, Payments and Receipts. 

Can include non-billed transactions or restricted to just transactions on paid invoices.