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?

  1. In Dashboard, click Application Links on the navigation panel.
  2. Click Settings and defaults under Firm.
  3. Click Practice > Billing Settings on the navigation panel.
  4. In the Interface Defaults section of the window, select Send copy of invoice to Portal.
  5. For Storage folder, enter the default folder where invoices should be saved when they're sent to Portal.
  6. Click OK.
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