How can I create my own billing statement?
Creating your own billing statement is easy! But, first note that this is a feature that not all providers offer to their patients/clients, and some only offer it if the balance is $0 (or negative).
1. On the dashboard click, "Go to Billing".
2. The default date range is "Last 12 months." To keep that range, skip to step 3. To adjust it, click the "Date Range" drop-down:
3. Pick the desired time frame, then click "Apply."
b. If you pick "Custom," click on the desired to/from dates from the drop-down calendar:
3. Click "Save Statement as PDF"
4. Choose where you'd like to save the file to on your computer:
5. Open the file and you'll see your statement!