How can I print quarterly statements for a select group of clients?
This can be accomplished by setting up a special billing frequency, and then assigning this billing frequency to the clients who are to be billed quarterly. For example, using the Billing Frequency program, you could set up a billing frequency with a Billing Frequency ID of “quarter” and a description of “Quarterly Billing Clients.” This billing frequency would then be assigned to each quarterly billing client on the Setup tab of the client data entry program. When printing statements, you can select to generate statements for this specific frequency.
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