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.