Billing Snapshot records can be viewed and managed for a selected employee.
You can reach the employee's activity logs from the menu by expanding Employees, expanding Logs, then clicking .
If you are already viewing an employee profile, you can hover over Logs, and click .
The premium billing screen will show any previously generated billing records.
How to Create a Billing/Adjustment Record
- To create a billing or adjustment record, click the appropriate button at the top left of the premium billing screen.
- Follow through the steps given.
- Click when finished.