Invoice VS Report

When creating a Client Balance Statement, you have two different PDF options:

• Invoice
• Report

Invoice

The top portion of the Invoice is formatted as a remittance stub with a dashed line indicating the end of the stub. The stub fits perfectly on 3.5-inch perforated paper.

Additionally, you have the ability to include a Credit Card Payment Option area on an Invoice in the remittance stub area. This can be turned on by your statement settings. For more information, please see: Settings - Client Balance Statement.

Whenever an Invoice is created, a copy will be saved under Filing > Client Filing > Statements.

Report

While you can use the Report style to bill your clients, it lacks several benefits of the Invoice style. The top portion of the Report is formatted as a remittance stub with a dashed line indicating the end of the stub. The stub fits perfectly on 3.5-inch perforated paper.

You do not have the ability to include a Credit Card Payment Option on the Report.

Also, a copy will not be saved within the application.