This article explains how to generate and share client statements in Provet. Client statements provide a financial summary including invoices, payments, and any outstanding balances, which can be sent to pet owners or downloaded for internal use.
Note: The old Statements section in the Billing tab will be removed once the new client statements feature is fully implemented. You can continue using the old section until the transition is complete.
To generate a client statement:
Go to Clients & Patients and select the client. You can also select the client from anywhere in the system.
On the Billing tab, go to Client statements section, and select the Add button.
The Create statement page opens. You can adjust the following filters:
Date range: Select a predefined range or enter a custom range. By default, the date range is set to the last 30 days. You can change the predefined selection or specify a custom range. Similar to the Aged Debtors/Creditors report, only transactions which took place within your date range will appear in the Statement. For example, if a Payment for an invoice occurred after your End Date, that payment will not appear on the Statement.
Date type: Choose whether the date filter is based on Invoice Issued Date or Invoice Due Date.
Patients: Optionally filter by one or more patients linked to the client.
Balance Summary: Optionally, select Balance Summary to get a clear Opening Balance which incorporates the client’s balance up until your filtered Start Date.
Select Reset filters to clear your selections.
In the top-right corner, choose the statement view:
Detailed: Includes itemized invoice details such as used quantity, price, VAT, and payment.
Summary: Provides a condensed list of invoices with their statuses and balances. VAT number can also be configured to be displayed.
If the client has prepayments, they appear at the bottom of the statement with allocated amounts and remaining balances.
Once the statement is generated:
To download or print, select the Print button.
To send the statement by email, select Send by email, complete the email fields, and select Send. The statement is emailed as a PDF attachment and saved under Client statements in the Billing tab.
Created statements are saved under Client statements. You can resend, print, or delete them using the action menu.