Each client can be designated as an inactive client, progress billing client, non-billable client, task based billing client, release to bill client, and/or bill on demand client on the Address tab, Setup tab and Billing Preferences tab of the Client file. You can select to include or exclude clients based on these settings.

All	Click All if you want to include all clients regardless of status.
Specific	Click Specific if you want to include or exclude clients based on status. When the Specific option is selected, the Select Status button will be available. Click this button to select which clients you want to include.

Selecting a Specific Status

After clicking the Select Status button, a list of status options will be displayed.

Active/ Inactive/ Both	Select whether you want active clients, inactive clients, or both active and inactive clients to be included. A client is considered inactive if the Inactive check box is selected on the Address tab in the Client file.
Progress/ Non-Progress/ Both	Select whether you want progress billing clients, non-progress billing clients, or both progress billing and non-progress billing clients to be included. A client is considered a progress billing client if the Progress Billing check box is selected on the Billing Preferences tab in the Client file.
Billable/ Non-Billable/ Both	Select whether you want billable clients, non-billable clients, or both billable and non-billable clients to be included. A client is considered a non-billable client if the Non-billable check box is selected on the Setup tab in the Client file.
Task Based/ Non-Task Based/ Both	Select whether you want task based billing, non-task based billing, or both task based and non-task based billing clients to be included. A client is considered a task based client if the Task Based Billing Client check box is selected on the Setup tab in the Client file.
Release To Bill/ Non-Release To Bill/ Both	Select whether you want release to bill, non-release to bill, or both release to bill and non-release to bill clients to be included. A client is considered a release to bill client if the Release To Bill check box is selected on the Billing Preferences tab in the Client file.
Bill On Demand/ Non-Bill On Demand/ Both	Select whether you want bill on demand, non-bill on demand, or both bill on demand and non-bill on demand clients to be included. A client is considered a bill on demand client if the Bill On Demand check box is selected on the Billing Preferences tab in the Client file.
Mail Statement: Yes/No/Both	Select whether you want clients who receive mail statements, clients who do not receive mail statements, or both to be included. A client receives mail statements if the Mail column displays Yes for either Bill To record in the Statement Delivery Options table on the Billing Preferences tab in the Client file
Email Statement: Yes/No/Both	Select whether you want clients who receive email statements, clients who do not receive email statements, or both to be included. A client receives email statements if the Email column displays Yes for either Bill To record in the Statement Delivery Options table on the Billing Preferences tab in the Client file.

Note: The Status option for Mail Statement and Email Statement are used to help determine which clients are included in a statement or report run. It is important to keep in mind that this selector is based on the Client and not the Bill To Name. Each client can have up to two Bill To Names; therefore, if one Bill To Name is set for Mail Statement only, and one Bill To Name is set for Email Statement only, the client will be displayed regardless of which Status option for Mail Statement and/or Email Statement is selected.

Note: A client's status options are not mutually exclusive. For example, a client can be designated as both inactive and non-billable. If you want to select clients based on a single status, you must only select one of the status options and leave the remaining options at Both. For example, to include all inactive clients regardless of whether they are also designated as progress billing, non-billable or task based billing, you would select the Inactive option and leave the remaining options at Both. As another example, to include all clients who are inactive and non-billable, you would select the Inactive and Non-Billable options and leave the remaining options at Both. However, you will not be able to select clients who are inactive or non-billable.