You can quickly view all Client Authorizations from your My Clients List or for each individual Client Files from their Client Details.
Jump to Section:
Client Authorizations from My Clients List
- Click My Clients in the navigation bar and select the appropriate Client.
- Click Client Authorizations to view all Authorizations for all your Active Clients.
Client Authorizations from Client Details
- Click My Clients in the navigation bar and select the appropriate Client.
- Click the Billing Details tab.
- Locate Client Authorizations section.