View Billing Trailers for a Client

1 In the menu bar, click Billing > Single Client Billing Trailers.

Note: The Single Client Billing Trailers menu option appears only if the lab supports this feature.

2 In the list, click either Client, Number, or Phone to search for the client name, client number, or client phone number.

3 In the adjacent box, type the first few characters of the client’s name, number, or phone. A list appears with up to the first 10 matching clients. As you continue typing, this list displays more similar matches. When you see the appropriate client in the list, click that client.

4 Click Check for Trailers.

The Billing Trailers website opens in a separate browser window, displaying any outstanding trailers for the client. (If the selected client has no outstanding trailers, a message appears, and the Billing Trailers website does not open.)

5 Click a line item representing a billing trailer to fill in or correct information.

6 Submit when finished.

7 Repeat steps 5–6 as needed for additional trailers.

8 Close the Billing Trailers window.