Creating Past Due Notices or Statements

In Legal Accounting, you have the option to create Past Due Notices and Statements to be sent to contacts.

To do this:

1. Go to Billing menu then Statements tab.
2. Click the dropdown icon to open the Statements Options window.
3. Select the View:
   • Past Due will generate a notice of all unpaid invoices.
   • Statement will generate a statement including unpaid and paid invoices.
   • Summary will generate a summary of all unpaid invoices.
4. Set the desired parameters.
5. Click Play.
6. Export the report to Excel, CSV or PDF. Choosing the PDF version will bring up a small sub-screen with option buttons: 
   • Selecting No will create a PDF version of the statements will be created with each contact on a separate page.  
   • Selecting Yes may generate the email (if setup) to the contacts, see Emailing Invoices and Statements. 
     NOTE:  Excel, CSV or PDF Attachments will create the file only and not give the option for emailing, only PDF.