Statements

How to create statements for patients in Alleva Billing.

Statements are easy to create in Alleva Billing. To create a statement follow these steps:

1. Navigate to the "Statements" tab on the left hand menu.
   
   
2. Search by client name and use filters to just see services relevant for your statement. For example, you can filter to just see services with balances due over $100 that are self-pay.
   
   
3. Select the services that you would like in the statement with the checkboxes on the right, or "select all".
   
   
   
   
4. Click "Customize Statement" and enter a statement due date. You can include the total account credits and add a personalized note if needed. 
   
   
   
   
5. Click "Print Statement" to either print or download the statement to provide to the client.