Support Center


New Billing Statements Page

A new page has been created to search for Clients, and either print or E-Mail their Billing Statements en masse.

New Page

In the Clients drop-down, a new link has been included to go to Billing Statements

Finding Clients

Using a combination of Filters(such as Client Category) and a Date Range(cannot exceed One Year), Users can find all relevant Clients and their Billing Statements from the selected time period. Using the checkboxes on the left,  Users then have the option of either Printing or E-Mailing the Billing Statements of the selected Clients.(Please note: only 100 Client Statements at a time can be E-Mailed)

New Billing Statements Permission

In User and Role Permissions, a new Permission Control has been created for the Billing Statements page.

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