RB can generate monthly statements that summarize clients\u2019 overdue invoices. Send these monthly statements and\/or open (overdue) invoices to clients either by email or regular mail.<\/strong><\/p>\n Attorneys receive separate statements unless their firm is flagged to consolidate statements in which case the consolidated statements would be sent to \u201cAccounts Payable\u201d at the firm\u2019s billing address.<\/p>\n Statements list overdue invoices including the date, number, balance due, related job number and date, witness, and case for each invoice. Overdue invoice listings are color coded on statements to make older invoices stand out.<\/p>\n Statements can include copies of the invoices that show any payments, credits, finance charges, and the invoice\u2019s current balance. Invoices can be stamped PAST DUE in red to enforce your message. If you or your clients prefer, you can send only the current invoices instead of the statement.<\/p>\n You can include insurance claim numbers on statements. And you can customize your company\u2019s statements<\/a> including color coding, graphics, text, and payment options. If you send statements by email you can customize the subject line and message of the email that accompanies the PDF statement. You can edit individual emails before sending them and attach additional files if desired.<\/p>\n Enter a client\u2019s preferred method of receiving statements \u2014 email, print, or don\u2019t send \u2014 in their RB firm listing. Then when generating statements in Send Statements you can search for only those clients whose sending method matches the method you are using to send statements. You can choose to search for only email, print, or don\u2019t send clients, or any combination of the three options.<\/p>\n You can search for all open invoices over 30 days old or pick a different date range to include. You can search for all clients with open invoices, search for parent companies to send statements to, or narrow the results to a single firm or parent company.<\/p>\n You can restrict results to specific firm classes (if you rank or rate law firms), firms tied to a single case, and\/or firms tied to one or more of your company\u2019s business units.<\/p>\n The results returned list all of the firms that meet the specified search condition(s) along with their outstanding amounts. You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the results list of clients with overdue invoices as an Excel<\/em> or CSV file to archive, share, print, or use elsewhere.<\/p>\n From the results returned you can select one, some, or all of the firms to send statements to. Then select the send method such as email statement, statement and invoices, or open invoices only. You have the same options for printing to send via regular mail. For \u201cdon\u2019t send statement\u201d clients you can use the print options to generate reports you can export or print for your records or to use otherwise.<\/p>\n If you email statements RB records the emails sent in the Email Log<\/a> function in Tools (RB9 only function),<\/em> so you can refer back to them later. RB also makes an entry in the client\u2019s Notes Log<\/a> that includes the receiver\u2019s email address.<\/p>\n TL;DR: Monthly statements summarize each client\u2019s overdue invoices. Email or print customized statements with or without invoices, or email\/print the open invoices without a statement.<\/strong><\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Firm:<\/strong> Business you provide services to, usually law firms.<\/p>\n Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or\u00a0automatically by RB appear in chronological logs in the database record where they occurred. More ><\/a><\/p>\n Parent Firm:<\/strong>\u00a0Headquarters of a multi-branch corporation.<\/p>\n","protected":false},"excerpt":{"rendered":"Generate list of overdue clients<\/h2>\n
Send statements<\/h2>\n
RB concepts in this lesson<\/h4>\n