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 PDF document will be opened in a new tab.

The Billing Statement will display payer and practice information at the top.

The Billing Statement will include the following columns:

Service Information: Displays details of the services associated with the event.

Billed: Shows the Full Service Fee for the event.

Insurance Paid: Reflects any insurance payments received.

Insurance Payments will be displayed individually for each session.

Any adjustments made to the invoice and their dates will also appear in this column.

‍Client Paid: Reflects any client payments applied.

Any refunds made will also be shown in this column.

Balance: Displays the remaining balance after insurance and client payments.

Note: The totals row shows the sum of all columns.

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

‍Click here for more information on how to automatically send billing statements