Disclaimer: This does not constitute legal advice and is understood to be general guidelines on how you can use Billings Pro as part of your greater GDPR compliance strategy. To ensure complete compliance with GDPR, discuss with your own council.
A growing number of digital privacy laws include provisions that grant people the right to access the data businesses collect about them. Thus, businesses must have a process to find and deliver customer data from all the applications they use.
- Choose the Client requesting the right to access
- Along the menu bar, choose Client > Send Statement.
- Set the Start Date to the earliest date you have done business
- Check "Save a Copy"
- Save the Statement PDF
Important! If you choose to print as a PDF and send electronically, ensure that you are not sending via an insecure method, i.e., unsecured Email.