Client Account Summary Report
We have a lot of clients who want to submit their expenses to HSA and FSA accounts. They keep asking us for a report for the year that has the dates they were here, a detail list of all the services provided on that visit, the cost of each individual service and upgrade to that service, and the payment method used for that visit. We need to be able to "print" or download this as a PDF that looks professional with our company logo and contact information on it.
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Bryan Mock
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