Locating the Billing Guidelines Within BillingPoint
NOTE: This guide is for working within the Standard Client View. Learn more about BillingPoint viewing settings here.
To find the billing guidelines within BillingPoint, go to the Client Settings menu, then to Files, and then Billing Guidelines.
That will take you to the Billing Guidelines screen. There, you can see the Billing Guidelines Document Name, Document Type, Date Last Updated, Name, and any Actions.
NOTE: If you do not see anything under the Billing Guidelines tab inside BillingPoint, your customer has not uploaded their billing guidelines here yet. Please reach out directly to your customer for further assistance.
