This article explores Client Statement Options within GhostPractice.
The Client Statements are automatically generated at Day End on the date selected in the client file. This cannot be obtained as an Ad Hoc Report, but can be reprinted from Stored Reports once generated.
The Client Statements reflect all invoiced fees and disbursements, receipts and payments recorded against a matter account in the current period.
GhostPractice offers six Client Statement layout options to choose from, which enables you to provide your client with a layout that they require:
- Detailed Statement with VAT invoice Summary – Consolidated
- Summarised Statement with Invoices – Consolidated
- Detailed Statement with VAT invoice Summary – One per Page
- Summarised Statement with Invoices – One per Page
- Detailed Statement with VAT invoice Summary – Statement per Matter
- Summarised Statement with Invoices – Statement per Matter
GhostPractice supports multiple Statement generation dates, allowing you to generate and send statements to your clients on the dates they require to receive them. Your System Administrator can add or edit dates in the Practice Setup. |
The statement options can be selected or edited in the Clients Module:
- Go To > Bookkeeper ( or Fee Earner) > Clients.
- Either click New to create a new client or enter the client number in the Client ID field and click Edit.
- Navigate to the Financial tab.
- Select the Statement options under the Statement section:
- Date – Generation date
- Layout – Consolidate, One per Page or Statement per Matter
- View - Detailed Statement with VAT invoice Summary or Summarised Statement with Invoices.
- Tick “Include statement summary page” if you wish to include a summary page.
- Tick “Deliver to client” if you wish to either automatically email or print the statement. Should you not select this, the statement will NOT print or automatically email. Please note that the statement will however still generate and will be available in our in Stored Reports.
- GhostPractice does allow for more multiple email addresses. To add a Statement Email Address, click on Add and the following dialog will appear:
- Enter the email address and click OK.
Examples of Statements
Statement Summary Page
Detailed Statement with VAT Invoice Summary - Consolidated
Summarised Statement with Invoices - Consolidated
Detailed Statement with VAT Invoice Summary - One Per Page
Summarised Statement with Invoices - One Per Page
Detailed Statement with VAT Invoice Summary – Statement per Matter
Matter 1:
Matter 2:
Summarised Statement with Invoices – Statement per Matter
Matter 1:
Matter 2:
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