Billing History Help

This page allows you to view you billing history. The billing history includes both Client Interviews (Invited to completed interview by a HotDocs Document Services user) and Client Initiated interviews (from an external interview link).

Browsing History: Like many of the other search facilities provided by HotDocs Document Services, the list of current billing history can be filtered and sorted according to the search categories given in the panel on the left hand side. Specific documents can be located by typing the document name into the find text box; the history list will automatically filter as the search term is entered. The list can also be filtered by selecting a specific Document Services user or Client in the drop down lists provided. Finally the billing history can be filtered by Month and Year. Selecting ALL from the month list will show all the billing history for the selected year.

Export Billing History: Click Export to CSV to download a CSV file of the billing history.