You can use ezyVet to send client statements to your clients directly. ezyVet uses email to send the client statements. Each email includes a PDF document of the statement.

• Make sure that you do the steps given in Important steps before you do an end-of-month statement
• Make sure that you know the settings of the Statements report
• Make sure that your site has an applicable email template for the content of the emails
• Make sure that your site has an applicable document template for the PDF documents of the statement

Note: A client can only receive a statement if their contact record has an email address in the Contact Methods section with For Sending Financial Records selected:

If the Contact Methods section has more than one email address, each email address must also have a name in each Name box.

1. Select Reporting.
   
   ezyVet shows the reports that are available for you to use.
2. In the settings list, select Procedures.
   
3. Select Statements.
   
   ezyVet shows the Statements report settings.
   Trouble: If ezyVet does not show Statements, your user account does not have the Statements report permission. Contact your practice manager.
4. In the Dates boxes, enter the applicable date range.
5. Make other settings as necessary.
6. Select Show List.
   ezyVet shows the clients who have unpaid balances. The information includes:

   • Name
   • Email address
   • Account balance
   • The newest statement and the date that ezyVet sent it
   • Payment terms
7. For each client, select View PDF and do a check of its information to make sure that it is correct.
8. Select the clients to send a statement to.
   Note: To select many clients at the same time, use the Toggle settings in the Send Statements section as follows:

   Setting	Function
   All	Selects all clients.
   Emailed	Selects all clients that have an email address.

9. In the Template box of the Email Settings section, select the applicable email template.
10. Select EMAIL/POST.