To generate an invoice and statement PDF:

1. Navigate to the Practice module and select Invoices under the “Billing” section
2. Select a patient’s invoice
3. Click View and then View Invoice PDF
4. The PDF will be generated and downloaded.
5. Statements can also be generated from this screen.
   • Click View and then View Statement PDF.
     • A window will pop-up to select whose statement to generate, whether it be a billing source or a patient, and the desired date range of the statement.
6. Click Submit to generate and download the PDF

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