Quarterly clients versus monthly clients

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Yvette Blandon

• January 10, 2020 19:42

I need to know -- or am suggesting -- a feature at client or case set up for billing frequency.  I'd like to be able to run a report that only show the cases that are due for billing that month.  So for example, a quarterly client's case would not show up on a report for billing in February because their case is not ready for billing until March.

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  Kris

  • January 11, 2020 01:02

  Thanks Yvette! This will be passed on to product for review.  Appreciate you taking the time to send this in.

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