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Reference Guide To Statements Layout

Learn how to read Zanda Statements, including business info, client details, generated invoices and recorded and allocated payments.

  • A - Business Logo - upload it in Settings > Billing > Invoices
  • B - Business Name - This field can be found by going to Settings > Practice > Business Info.
  • C - Provided By - Appointment practitioner details, can be updated in Settings > Team > Practitioners > Practitioner profile, ABN/Tax ID, set up in Settings > Practice > Business Info
  • D- Business Address and Contact Details: This field can be found by going to Settings > Practice > Locations. 
  • E - Invoice To: Payee Name and home address: Brought from payee profiles (payees could be clients, contacts and third parties)
  • F - Supplied To - appointment/invoice Patient/Client Insurance Details & Date of Birth: This is entered into the client profile. You can opt to turn this information off on Invoices by going to Settings  > Team > Practitioners > Select a specific Practitioner > Settings.
  • G - Statement's name, number, period and date created - this is all set in the payee profile > Billing > Statements when a statement is generated.
  • H - Custom Text for Top of Invoices and Statements: This text field can be found by going to Settings > Billing > Invoices.
  • I - Diagnoses - this is a list of diagnoses which are allocated to client invoices. Diagnoses are managed in a client profile > Records > Diagnoses.
  • J - Invoice Items - lists all invoices included in the statement. See the overview or each invoice item here. 
  • K - Payments Allocated - lists all payments allocated during the statement period. Each payment line includes date allocated, invoice #, payment method used and amount allocated.
  • L - All Payments Received During The Period - lists payments recorded during the statement period. Shows date received, payment method used and total amount received.
  • M - Custom Text for Invoice Footer: This text field can be found by going to Settings > Billing > Invoices.