To give clients a complete view of what they owe, attach a Debtor’s Statement to your communications or invoices. This document provides a summary of:
Current charges from the latest bill
Any previous outstanding balances
The total amount due
This is especially helpful when clients have:
Multiple bills from prior months
Part-paid invoices with remaining balances
Credits or adjustments that affect the overall amount owed
Tip: The Debtor’s Statement can be printed or attached as a PDF and is useful for reconciling payments, trust allocations, or end-of-matter billing summaries.
