The following is a selection of the most common billing statements we offer, with a description of each.

Please click on the title of the statement type to display the statement.

The statements display in PDF format so you can download or print them.
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If you do not see the kind of statement you are looking for, please click here to contact us or call our toll free number 800.733.9933.

Sample Statements

Regular Statement - No special features.

Regular Statement With Invoice Numbering - Use when you need to track payments to specific invoice numbers.

Evergreen Retainer Statement - Bills a retainer amount when the retainer reaches a limit agreed upon by you and you client.

Installment Statement - Use to bill a file at a flat monthly charge until the balance is paid in full.

Retainer Installment Statement - Use to build up the client’s retainer in fixed monthly installments.

Trust Statement - Displays how trust money pays for charges. You can have both a retainer and a trust on a single file.

Retainer Statement - Displays how retainer money pays for charges. You can have both a trust and a retainer on a single file.

800.733.9933