How can a Physical Statement be Generated for a Client that shows all Payments?

The best way to generate a physical statement is to use the "Transactions Report" (not the dashboard, the report). Filter by Client, then Payment Types (you will want to filter out things like "Pool Adjustment Transactions") and then the date range you want. Export the result into your format of choice for printing or emailing. 

• Related Articles

• Auto Payments

  Feature Introduction Automatic Payments is a universal feature available to all customers as a no-cost feature upgrade. Invoices must reference a client in order for automatic payments to be made. Auto Payments can be setup on all types of invoices. ...

• Screenshots of the Client Portal

  Please see the attached .jpg files. The first image is the initial view after the client logs in (please note, your clients use the same url your company employee's use). The second image is the 'take payment' page. Please note these screen grabs are ...

• How do I delete duplicate clients?

  Best practice is to always check for a duplicate before creating a new client. Aguardion has tried numerous data validation schemes to automate this over the years and none of them have worked well because of the number of aliases, nicknames, etc ...

• I posted a payment a day late, what do I do?

  Post them in real time if you can. If it is late, the pool will still deduct the daily rate, even if the balance goes negative. Once you post the payment, the balance will be correct. Posting payments late or early isn’t nearly as big of a problem as ...

• HELP! Why isn’t the Day Counter/Balance/<Insert Item Here> on the Client Profile?

  This goes back to the hierarchy structure. You will want to primarily use the Monitoring, Accounts Receivable (AR) and the Payment/Accounting dashboards during your day-to-day tasks: utilizing the individual Client/ Monitoring Event dashboards is ...