Billing History Help
This page allows you to view you billing history. The billing history includes both Client Interviews (from client who were invited to complete interviews by a HotDocs Document Services user) and Template Links (from an interview link placed on a web page).
Browsing History: Like many of the other search facilities provided by HotDocs Document Services, you can filter and sort the list of current billing history items 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 search box; the history list will automatically filter as you enter the search term. You can also filter the list 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.