The Statement of Account is the first page of the Client Statement & Invoices document — the summary page your client sees when you bill them across multiple matters.
Our system comes built-in with a statement of account template. You can now edit this page to match your firm’s branding and wording, and add a table that breaks each invoice balance down into fees, expenses and tax.
Edit the Template
- From the navigation panel, click Setup.
- From the Setup left navigation, click Firm Settings.
- From the tabs atop the Firm Settings screen, select Invoice Settings.
- On the Invoice Settings screen, select Statement of Account.
- Click Edit/Preview.
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The editor opens with your current statement in HTML, including its existing merge fields.
Note: The editor is not a preview. It shows the underlying HTML without the statement’s styling, so the layout will look plain while you’re editing. The generated PDF is styled correctly. To check your work, save and generate a statement.
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Make your changes and click Save. The next statement you generate uses the edited template.
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To undo your changes, in the Statement of Account row, click Restore and confirm.
This returns the statement to the system’s default version.
Restore is permanent. It deletes your customization — there is no version history and no way to recover the previous version. Save a copy of your HTML somewhere before you restore.
Add the Balance Breakdown Table
The [#StatementofAccount1#] merge field prints one row per outstanding invoice, with the balance split into its components. If your clients ask how a balance is made up, you can use this rather than sending a single total.
If you want the new balance breakdown table instead of the default one, remove the default table from the template.
Insert the Merge Field
To insert the [#StatementofAccount1#] merge field:
- In the template editor, create a table with seven columns and a header row.
- Type your column headings into the header row.
- In the row beneath the header row, add the merge field [#StatementofAccount1#].
- Click Save.
To check the output, generate a statement.
The number of header cells must match the number of columns the field prints.
Balance Breakdown Columns
|
Column |
Contents |
|
Invoice # |
The invoice number |
|
Matter |
File number, client name and matter name |
|
Fee |
Outstanding fees on the invoice |
|
Expense |
Outstanding expenses and disbursements on the invoice |
|
Tax 1 |
Outstanding tax in the matter’s first tax slot, combining tax on fees and tax on costs |
|
Tax 2 |
Outstanding tax in the matter’s second tax slot, combining tax on fees and tax on costs |
|
Balance |
Total outstanding balance on the invoice |
Generating a Statement
To generate a statement of account:
- From the left navigation panel, click Billing > Invoices.
- Select the invoice(s) you want to include.
- From the Actions menu, choose either Download Client Statement & Invoice, or Download Multiple Invoices and Group by Client.
- Select the client and click Generate.
The first page of the PDF is the Statement of Account, using your customized template.
Note:
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Amounts are still owed, not what was billed. If an invoice has been partly paid, the columns show the remaining balance, not the original invoice amount. These figures match the AR Detail report.
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Fee + Expense + Tax may not equal Balance. Late fees and finance charges are included in the Balance column but do not have columns of their own, so on an invoice carrying either, the components will total less than the balance shown. This is expected.
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Taxes are grouped by slot. Your invoices may show tax on fees and tax on costs as separate lines. The statement combines them — Tax 1 is all tax in the first slot, Tax 2 is all tax in the second.
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Matters with no tax configured still appear, showing 0.00 in the tax columns.