Using Nookal

Learn how Nookal works throughout your day and across your clinic.

Generating Statements

Sam Written by Sam
... on a jubilant June day.


Statements provide a snapshot of account activity to quickly show any outstanding invoices, recent payments, and credit notes applied to a specific Client account. They can be sent to Clients or their Payer(s) every month to remind them of any outstanding account balance. Please take a look below for steps on how to Generate Statements.

1

Open the Client Accounts section. See Finding a Client’s Profile for help accessing the Accounts section.

2

Click Generate Statement at the bottom of the window.

3

Select the Addressee (Client or any Third Party listed in the Client Account).

4

Choose the Dates that the statement should include.

5

Choose to include any of the extra options as required – Outstanding Invoices Only, Include Voided Invoices, and Include Account Credit.

6

Click the tick icon to Generate the statement.

 

A Client Statement will  look like this:

A Third Party Statement will look like this:

To address a Third Party statement to the Client, choose the Payer at the top and tick the box Address to Client that appears at the bottom.

6

Email the Statement as an attached PDF document or Print the report by clicking Print or Email.

Help Centre

How can we help?

Chat with Us!
🍪 Cookies