Customized Remittance Templates

Our vPro will build and test a customized remit/billing template based on your client’s specific needs and requirements.

Processing remittances and billings for your clients can be difficult and time consuming. It is more complicated when you have varying client remittance statement requirements about data specifications, layout, and formatting. Let our vPro review the requirements and create templates that can be assigned to your client for remittance automation. No need to modify the data, templates or layouts. No need to create different reports or spreadsheets. The remit/billing output is in the format that your client needs to ingest the information.

In this service, our vPro expert will review one of your client’s remit/billing reporting requirements. Based on the data, format, and layout requirements, we will design and test a customized remit/billing template that you can assign to your client. Once the customized template is linked in your client setup, Q-Law/Q-LawE will always use the custom template as the default for that client when you process your remits and billings in the application.   

Disclosure: Multiple templates and complexity could warrant the need for additional professional service time.

Having our vPro build a customized remit/billing template based on your client’s specific needs and requirements will save you many hours of time manually creating/modifying each time. This service can also alleviate staff stress and effort, enabling them to focus on more productive tasks. Having templates that meet the standards of your client could also improve automation possibilities.