Print Account Records

Titanium allows users to print invoices, statements or account transactions shown in the billing file, for single clients or in bulk.  Some invoice and statement information is created by the center administrator.  

What would you like to do?

Print Client Invoice/Statement/Account Transactions

This process uses the billing file screen.  Individual invoices and client statements can also be printed from the invoice screen, by using the icons on the menu bar.

1.   Navigate to the billing file screen by:

2.  Use the filters to limit the transactions shown by date, status or insurance claim.  Use the collapse/expand all controls in the upper right corner to hide or show transactions.

3.  Click the Print icon on the menu bar and choose to print invoices, statements or the view displayed on the screen.

Print Bulk Invoices

1.  From the schedule screen, click the Reports icon.

2.  Click Print Invoices.

3.  Use the filter to set the desired date range when invoices were created.

4.  Click Print.  (Note:  Click Preview and use the Export options to save the file to your computer.)

Print Bulk Statements

1.  From the schedule screen, click the Reports icon.

2.  Click Print Statements.

3.  Use the filter to set the desired transaction date range.

4.  Click Print.  (Note:  Click Preview and use the Export options to save the file to your computer.)

Print Bulk Account Transactions

1.  From the schedule screen, click the Reports icon.

2.  Click Billing File report.

3.  Use the filters to select the desired content (transactions, transaction detail, list of invoices, list of insurance claims) and date.

4.  Click Select to search for clients.  Set filters and click Search.  Click Ok to use the clients in the report.

5.  Click Print.  (Note:  Click Preview and use the Export options to save the file to your computer.)