The CC and BCC field email recipients are not invited to the Client Portal. Please note: The "To" field is the only field that allows for recipients to be Invited to the Client Portal with the checkbox at the bottom of the screen. Should I be utilizing online payments Invoicing and Portal Update. If you have an Email contained in both the Client level and at the Project/Matter level in the "Email" field, the Project/Matter level will override the Client "Email". This will allow you to easily send to multiple recipients. The system will allow for more than one email in this field if emails are separated by a semi-colon( ). If you would like for contact emails to be auto-populated in the "To" field of your invoice(s), you will want to update the "Email" field within the Client in the Client Details tab or the "Email" field within Project/Matter Details tab with the recipient email. Check the box to "Invite recipients to Client Portal" checkbox.Enter the email of the recipient in the "To" field.Click the blue "Email" button - the window below will open.Your clients can view invoices, outstanding balances and payment history. Click on Invoicing via the top navigation bar or click on the desired invoice from the client/project The Bill4Time Client Portal is your clients online gateway to your business.To email invoices and invite recipients to the Client Portal: Separately, I can install and configure the mailing list plugin. If the client wishes, I can set up plugins for SEO and fast loading. I will add the most important plugins and I can customize them. I will also give you advice on choosing a WordPress theme, I can customize it. for an epsdt-aged recipient eight years and older, their service authorized is. for an epsdt-aged recipient 12 months up to eight years, their service authorization is three years. In the User Box - select a user or enter a user's emailĪ really convenient way to invite your clients to the Client Portal is via the Email function within the invoice. I will create a website for you according to your wishes. the purpose of a service authorization is to approve aba services as long as the recipient maintains a diagnosis of asd and demonstrates medical necessity.Click on the Payments & Client Portal sub-tab.Click on Settings from the pull down menu.If you are a System Admin with Firm Settings access - you can invite them via Settings: Inviting from Payments & Client Portal in Settings.You can invite your clients to the Client Portal two ways: In addition, they are also able to save a payment method for future use. When invited and accepted, they are able to review their account history details - including their past invoices and payment history. Inviting your clients to the client portal provides a more secure and robust experience for your end clients.
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