Therabill Statements: New Steps 5/20/21

After the release on 5/20/21, there are a few things that need to be done to ensure that statements print correctly and fit in the # 10 dual window envelope. 

Note: The statements will need to be folded into thirds to properly fit a #10 dual window envelope.

The steps you need to follow differ depending on whether or not you have a logo added to your Member Info page. 

If you have a logo in Therabill:

1. Navigate to Billing > Bill Client > Balance Statement.
2. Click on Settings.
3. You must include a value in fields Add Line 1 and Add Line 2 under Address. These fields cannot be blank. You can include information such as a phone or fax number, email, or any text.
4. Choose Save Settings.
   

If you don't have a logo in Therabill:

1. We've put together a blank logo in the correct size and format. Download and save it to your computer by clicking here.
2. Navigate to Admin > Member Info.
   
3. Above Member (Billing Provider) Information, click Change Logo.
4. Click Choose File, and upload the blank logo file you downloaded in Step 1. 
5. Once you've uploaded the blank logo, navigate to Billing > Bill Client > Balance Statement.
6. Click on Settings.
7. You must include a value in fields Add Line 1 and Add Line 2 under Address. These fields cannot be blank. You can include information such as a phone or fax number, email, or any text.
8. Choose Save Settings.