How do I set the firm option to publish CCH Axcess™ Practice invoices to a client portal when using the standalone version of CCH Axcess™ Portal?
- In Dashboard, click Application Links on the navigation panel.
- Click Settings and defaults under Firm.
- Click Practice > Billing Settings on the navigation panel.
- In the Interface Defaults section of the window, select Send copy of invoice to Portal.
- For Storage folder, enter the default folder where invoices should be saved when they're sent to Portal.
- Click OK.