The options for Statement Type consist of Statement Format or Invoice Format.

Statement Format All billing statements will be printed using the statement format. In addition to the fees, costs, and client funds printing on the statement, the previous balance, payments and credits will also print on the bill.
Invoice Format All billing statements will be printed using the invoice format. Only fees, costs and client funds will show on the bill. Previous balance, payments, credits, and finance charge will not print on the bill and likewise are not included in the Balance Due. However, payments, credits and finance charges are still processed (i.e., the accounts receivable information is updated) when the Invoice Format is used.

Client Funds Note: Although a Payments section is not shown on Invoice Format statements, any payments made from client funds will be reflected as a reduction to client funds in the Client Funds section.

Note: You have the option of including credit transactions on Invoice Format statements by selecting the Print credits on invoice format statements check box on the Options tab of Statement Customization.

Note: You have the option of including finance charge on Invoice format statements by selecting the Print finance charge on invoice format statements check box on the Options tab of Statement Customization.

Note: The Type 4 description only transactions entered when performing a write off or payment adjustment will not be included on the statement if an Invoice Format is specified. These Type 4 transactions will always print on the matter’s next statement that is run in statement format, regardless of the specified transaction types, date ranges, or statement template configuration.

Note: Reminder statements will not print for a client if an Invoice Format is specified.

Note: Courtesy discounts are always included on Invoice Format statements.