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Pumpkin Software
2.5
STATEMENTS
Figure 18 below shows the contents of the Statements tab.
Figure 18 : The Statements tab
These next concepts are important to understand.
There are 3 “types” of statement:new
previous
full history
New statements are, as the name implies, statements containing never before invoiced
modalities. “Previous statements” allows you to reproduce a copy of a previously issued
statement. “Full history” allows you to print the clients entire history.
Now, how do we know if a client has been invoiced for a particular modality ? When
a new statement is run and you’re happy that all is correct and you’ve printed it out
then you must click the “Update : Fill in blank stmt date” button. This will insert the
statement date for the modalities just invoiced and thus marking them as “invoiced”. A
blank stmt date against a modality would mean that session had never been invoiced.
2.5.1 Report : New Statements
In normal use a statement run will be printed once or twice a month and you will want to
produce statements for active clients for only those sessions for which they have not
already been billed. Only active clients are printed because you clearly do not want to print
statements for clients who were discharged and signed off 2 years ago. If a client has
already been billed for a session then that session will also not appear on the new
statements. You can mark a client as inactive even if they still owe you money – perhaps
you’ve written off their debt.
Before doing your statement run first get all your data on treatment sessions up to date.
Now click the “Report : New Statements” button and a menu pops up; .
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