Financial Statements (Professional Subscribers)
These FAQs guide you through generating and understanding financial statements for your practice or individual clients. Learn how to create practice and client statements, interpret key details, and use the reports for better financial management.
5 articles
How do I generate a Practice Financial Statement?
How do I generate a Client Financial Statement?
Why is the date of service blank on my financial statement?
Where does the service description shown on financial statements come from?
Why are invoices appearing on the statement that don’t fall within the selected date range?