Billing Status Codes Tip

Written By Felicia Conner ()

Updated at January 15th, 2020

Creating billing status codes allows you to track client account status, communicate client account notes and track the history of the client account.

Create Billing Status Codes

Access:  Billing > Maintenance > Billing Status Codes

  1. Click Add.
  2. Enter ID.
  3. Enter a Description, this will display in the Client Guarantor record.
  4. Click Save.

Was this article helpful?