Practice Manager only
You may need to print out debtor statements within Practice Manager for clients with current balances only.
Click Reports > Debtors > Debtor Statements. The Reports screen displays, listing your statement layouts.
Highlight the relevant statement and click Edit. The Change Report screen appears.
Highlight the field Client Aged0 and type “>0” in the Filter column.
Highlight the remaining fields Client Aged1 to Client Aged5 and type “=0” in the Filter column.
Click OK and save as a new report.
This filtering will produce statements for clients with a current balance only. If they have a current balance and a balance in any other aging column, no statement will be generated.