| Generate Statements | 
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 How to Access
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The Generate Statements utility allows you to print an individual client's statement or a batch of clients' statements in draft or final mode. The following tabs are available in the Generate Statements window:
Click on the desired tab when 
appears for information about that tab.
| Client | Transactions | Options | Sort |
Click the OK button to display the Print dialog box allowing you to print, preview or save the statements. When draft statements are displayed using the Preview option, you can drill down to individual client, fee, cost and payment records allowing you to edit data directly from the Preview window. When final statements are displayed using the Preview option, email-only statements will be displayed with all mail-only statements. Email-only statements will include a maroon and gray border and a note and Bill To email address in the footer. If errors are encountered while generating statements, a Report Log window will be displayed allowing you to view a report of the errors.
Note: Running final statements from the Generate Statements window overwrites any existing pre-bill; therefore, to ensure that final statements are identical to reviewed pre-bills, it is important to instead create these final statements by clicking the Final Statements button in the Pre-Bill Tracking window.
Click the Cancel button to close the Generate Statements window.
The Load and Save buttons are used in conjunction with report definitions.
| See also: | Statements Overview |
| Formatting the Statement | |
| Statement Printer Setup | |
| Pre-Bill Tracking | |
| Email Statements Overview | |
| Security Overview | |
| Why is a client's statement not printing? | |
| Tabs3 Billing Statements Guide | |
| Knowledge Base Article R11582 - Statements Information Resources |
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.
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