WEBVTT 00:00:07.059 --> 00:00:08.380 Hi there, and welcome. 00:00:09.059 --> 00:00:14.020 In this video, let us talk about how to generate statements billed to third parties. 00:00:14.559 --> 00:00:19.039 Uh, we can use this when we want to send a document to a third-party 00:00:19.139 --> 00:00:21.620 payee to show and include, 00:00:21.959 --> 00:00:28.199 uh, the invoices generated to the clients that they are paying for, and also show the records of 00:00:28.680 --> 00:00:34.620 payments that have been received from this third-party payee and allocated to invoices. 00:00:35.340 --> 00:00:40.460 So in this video, let me. show you how this can be done. 00:00:43.979 --> 00:00:48.979 Let's start with looking up that third-party profile. Let's use the quick 00:00:49.079 --> 00:00:54.979 search. Select Third Parties, and start typing information that you have available about 00:00:55.020 --> 00:01:03.299 this third party. So once we've looked up their profile, let's click to open, 00:01:03.639 --> 00:01:03.879 and 00:01:04.339 --> 00:01:07.319 in the Billing section, let's go to the Statements. 00:01:09.759 --> 00:01:13.199 You may have already generated the statements for this third party, 00:01:13.539 --> 00:01:15.299 so you will see them listed here. 00:01:15.679 --> 00:01:16.979 And, uh, a- the 00:01:17.039 --> 00:01:23.859 same as client statements, you can generate statements to show all activity or just some outstanding 00:01:24.059 --> 00:01:26.399 invoices for this third party. 00:01:26.759 --> 00:01:29.979 But let me guide you through this process of generating a new 00:01:30.059 --> 00:01:35.119 statement. Uh, let's also create the 00:01:35.139 --> 00:01:35.939 activity 00:01:36.319 --> 00:01:39.059 statement from the beginning of this 00:01:39.139 --> 00:01:42.939 year. Uh, you can add some custom text. 00:01:43.119 --> 00:01:47.539 Uh, you can include, the provider details and sup- uh, supplier two details 00:01:47.559 --> 00:01:49.139 or, remove those. 00:01:49.479 --> 00:01:52.579 And now, let's click Show Invoices. and Payments. 00:01:53.479 --> 00:01:56.159 So, what you'll see here is the list of, um, 00:01:57.139 --> 00:01:59.139 invoices that were billed to this 00:01:59.219 --> 00:02:01.019 third- party, listed here. 00:02:01.359 --> 00:02:06.519 As you can see, these can be different clients. So o- if you only want to include the invoices 00:02:07.039 --> 00:02:07.319 for 00:02:07.759 --> 00:02:07.939 one 00:02:08.038 --> 00:02:13.479 client, deselect all the invoices and only select that client. 00:02:14.099 --> 00:02:18.859 Or, again, you can just select all the clients to be included into this 00:02:19.159 --> 00:02:24.239 statement. If there have been payments allocated to these invoices, 00:02:24.579 --> 00:02:25.819 they will be listed 00:02:26.059 --> 00:02:30.179 below. Uh, again, if you decide not to show that, just 00:02:30.819 --> 00:02:34.559 remove those ticks, and they won't be included in the statements, 00:02:35.039 --> 00:02:35.179 or 00:02:35.259 --> 00:02:41.059 add them. And also, there will be a list of, uh, payments that have been received 00:02:41.379 --> 00:02:41.879 during 00:02:42.039 --> 00:02:43.339 that period. 00:02:44.039 --> 00:02:45.959 Again, you can choose not to 00:02:46.059 --> 00:02:50.659 show those. And now, let's create this statement. 00:02:52.219 --> 00:02:57.579 There you go. Uh, we' can choose to add the referrals to that statement information. 00:02:58.159 --> 00:03:04.459 And now, let's click Print to have a preview what information have, has been included into this statement. 00:03:05.519 --> 00:03:05.999 Uh, you can 00:03:06.139 --> 00:03:18.059 rename it. To show, for example, the time period of this, uh, statement, 00:03:18.859 --> 00:03:19.099 let's 00:03:19.159 --> 00:03:23.999 click OK. And there you go. Here, we have the preview of this 00:03:24.079 --> 00:03:30.239 statement. Uh, and let' me just enlarge it, so we have a better view. 00:03:30.799 --> 00:03:36.119 So in the Provided By section, we can see a list of all the providers, all the practitioners 00:03:36.159 --> 00:03:37.999 who were providing services to 00:03:38.059 --> 00:03:40.119 those clients, and also 00:03:40.179 --> 00:03:44.399 their, uh, Zenda account default location information. 00:03:48.319 --> 00:03:53.039 The invoice too is showing the information about the payee, so the third party. 00:03:54.059 --> 00:03:55.439 Uh, and also, 00:03:55.619 --> 00:04:03.039 um, we de-identified invoices, uh, to this third party, so the supplier, Supplier 2 information is only 00:04:03.139 --> 00:04:05.079 listing the, um, 00:04:05.679 --> 00:04:07.399 client profile numbers. 00:04:07.759 --> 00:04:10.999 If you choose to show the client information on, the 00:04:11.019 --> 00:04:15.199 statements, uh, the system will be showing, um, the 00:04:16.099 --> 00:04:19.418 names and, um, addresses of those clients. 00:04:23.479 --> 00:04:28.619 And, we will also see all the invoice items with the complete information listed below, 00:04:29.219 --> 00:04:33.599 all the payments that have been allocated, and all the payments that have been received. 00:04:34.119 --> 00:04:35.159 And we can print, 00:04:35.639 --> 00:04:36.379 download 00:04:36.699 --> 00:04:37.099 this, 00:04:37.479 --> 00:04:42.239 uh, statement, and we can also email it to the payee, to their email 00:04:42.279 --> 00:04:46.239 address. If we now go to the Communication 00:04:47.739 --> 00:04:48.499 activity, 00:04:50.399 --> 00:04:55.299 we will see that this statement has been sent, emailed to the third-party payee.