The Exclude Credit Balance Only Clients check box is used to exclude clients who have a credit balance, but no other activity such as unbilled fees or costs, payments, client funds activity, or billable client funds. Clients who have both a credit balance and other activity will still be included.

Select this check box to prevent statements from being generated for clients with a credit balance but no activity.

Clear this check box to allow statements to be generated for clients with a credit balance but no activity.

Note: Any negative balance is considered a credit balance regardless of whether the credit balance is due to an overpayment, fee credits, cost credits.

Caution: Do not run final statements using this option without first updating any previously run final statements. Otherwise, any final statements previously run may be unbilled.

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.