In TiQ you have the ability to generate billing statements and send them to clients via email by accessing the client’s personal ledger. This guide will provide the steps to do it. 

Navigate to the Billing Overview within the client profile

Select See All Billing Transactions

Once you access the client’s ledger, select Export As…

When you see the pop up window, select Generate PDF Billing Statement. 

IMPORTANT: If you'd like to send this document to the client immediately, be sure to check the Email Billing Statement to Client box.

The Billing Statement will be saved in PDF within the Client Files

When selected, the document will be opened in a new tab.

‍Download Excel File button: This option allows you to export the client’s ledger to a Excel spreadsheet for easier manipulation. 

‍

‍