Time+Billing allows you to produce a batch of statements that can be emailed or printed off for your clients.
Emailing and printing Statements is a manual process.
Producing Time+Billing Statements
Log in to Time+Billing.
From the Tools menu, click Produce Statements.
Complete the Produce Statements window, and click OK.
In the Preview Statement Details window, you can preview, print and email selected statements to the clients.
In the Email Address column, select the email address for the statements to be emailed.
In the Email Text Message column, select the Email Text item for the body of the emails. Note: The program allows you to have separate text for Individuals and Non-Individuals, and to use applicable Merge Fields.
In the Inc column, select the checkboxes for the statements to be emailed to clients.
Click Tag All and Untag All to tag or untag all the statements.
You can click Tag Email Only to tag only those statements where an email address has been selected in the Email Address column.
To print or email the selected statements, click Print or Email.
Click Continue.
Note: The following Attention, window, will appear where data was held over from the last produce statement run, and it can either be reviewed by clicking Review Data, or cleared by clicking Clear Data.
