In TiQ, from the client ledger, you have the ability to generate a biliing statement for your client. This guide was created to give you a better understanding and show you how to do so successfully.

To Generate A Billing Statement

Navigate to the Billing Overview on the client profile

Select See All Billing Transactions

You will now see the Client Ledger

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Navigate to the right and select Export As

A popup will appear showing your export options

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You will have the following options:

Generate PDF Billing Statement button: This option only generates a PDF and adds it to the client files

Under the Client Files, the Statement will be saved as a Billing Statement

When selected, a new tab will open with the generated PDF of the Statement

Email billing Statement to Client checkbox: This option will allow you to email the PDF statement generated to your client

When the checkbox is selected, an email with the generated statement PDF will be sent to the client

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Download Excel File Button: This option will have an excel version of the statement generate and download to your personal device

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