Account statements

Account statements

Matter365 offers creating account statements for any of your clients in a selected timeframe. 
Every account statement you generate will include:
  • Date of account statement generation at top of the document,
  • Your company information in left side of document header,
  • Client information with total unpaid amount to this day for the timeframe selected,
  • All invoices and payments that were created in a selected timeframe. They will be grouped by a Matter they are related to.
To improve readability, paid invoices in account statement will be marked with green color and overdue invoices will be highlighted in red.
To create account statement, start by selecting Accounting from left hand side main menu of Matter365. In Statement of account tile, select any of your existing clients and a timeframe you would like to apply to the generated statement (All, Last 30 days, Last 60 days, Last 90 days, Custom start and end date), and click on Generate and download PDF button.
Generated statement will be downloaded to your PC in PDF format.
Matter365 Accounting page
Generated statement in PDF format will look like this:
Account statement example in PDF format
In case there are some invoices and payments in your QuickBooks Online account that weren’t connected to any of your Matters in Matter365, they will be displayed in a separate table. Name of that table will be “Not bound to any M365 matter”.


    • Related Articles

    • How do I connect to QuickBooks?

      Go to the Main Settings (gear icon in top right corner of the Main Dashboard) to access Matter365 application settings and choose QuickBooks Online integration.     On this page, you will see a list of existing QuickBooks companies that are linked to ...
    • QuickBooks Online Integration

      QuickBooks Online Integration If you’re using QuickBooks Online for your accounting, you can simplify some of the accounting workflows through Matter365 integration we offer. Setting up trust accounts, creating and managing invoices and generating ...
    • Dashboard

      Dashboard is a home page for Matter365 users. Matter365 Dashboard Matter365 logo in top left corner is a shortcut that will bring you back to Dashboard, regardless of the page of the application you are currently at. On left hand side there is a menu ...
    • Roles and Permissions

      To open the permissions page, click on the gear icon in the top right corner of Matter365 to open application settings, and from that page, choose Permissions. Opening permissions page from Matter365 app settings This page will show all users from ...
    • Confido Legal and QuickBooks Integration

      Confido Legal and QuickBooks Integration You can integrate your Confido Legal and QuickBooks and use that integration in Matter365. This article covers the Confido Legal QuickBooks integration, including how to set up the integration, accept payments ...