To generate a billing statement

To generate a Billing Statement, do the following:

1. In the left navigation pane, click Client Management or Portfolio Management.

2. In the left-hand column, click Billings. The Billings spreadsheet opens.

3. On the Action Shortcuts menu, click Billing Statement.

4. The Select Client dialog opens. Select the client for which you are generating the billing statement and click OK.

5. The Billing Statement Report dialog opens. Select the Start and End Dates and click OK. The billing statement opens as a PDF in a new window.

Note: Generate fee data before generating billing statements.