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Firm billing and fees

Add one-time fees to client billing invoices

While you can enter most fees in the
Setup
Firm Information
Billing Items
 screen, it's also possible to add one-time fees in the
Add Fee
 window for specific clients. The fees you add in the
Add Fees
 window don't transfer to the
Billing Items
 screen or to the
Setup
Clients
Billing
 tab.

Add fees during data entry

  1. Select
    Actions
    , then
    Add Fee
    .
  2. In the
    Add Fee
     screen, select the client you want to invoice for the fee.
  3. To have the application create any GL entries and related liabilities immediately when you create the fee, mark the
    Create fee as final
     checkbox. If you mark this checkbox, the fee will appear in the
    Finalized
     tab of the
    Print Billing Invoices
     screen.
  4. To apply an existing fee that was set up as an On demand fee type (in the
    Billing Items
     screen), select the applicable fee from the
    Fee Selection
     dropdown.
  5. Enter the fee date or select Down arrow  to choose from an onscreen calendar attached to the field. This is the date that will print for this fee on the invoice.
  6. Enter a description for the fee. This is the description that will print for this fee on the invoice.
  7. Select the
    Taxable
     and/or
    Discount
     checkboxes if you need them.
  8. If applicable, specify a delivery fee type. The dropdown includes all fees set up in the
    Billing Items
     screen as a
    Delivery fee
     type.
  9. Select
    OK
     to save the fee. The fee will appear in the
    Print Billing Invoices
     screen.

Add fees at print time

  1. Select
    File
    , then
    Print Billing Invoices
    .
  2. Select
    Add Fee
    .
  3. In the
    Add Fee
     screen, select the client you want to invoice for the fee.
  4. To apply an existing fee set up as an On demand fee type (in the
    Billing Items
     screen), select the applicable fee from the
    Fee Selection
     dropdown.
  5. Enter the fee date or select Down arrow  to choose from an onscreen calendar attached to the field. This is the date that will appear for this fee on the invoice.
  6. Enter a description for the fee. This is the description that will appear for this fee on the invoice.
  7. Select the
    Taxable
     and/or
    Discount
     checkboxes if you need them.
  8. If applicable, specify a delivery fee type. The dropdown list includes all fees set up in the
    Firm Information
    ,
    Billing Items
     screen as a Delivery fee type.
  9. Select
    OK
     to save the fee and return to the
    Print Billing Invoices
     screen.

This article applies to:

  • Product: Accounting CS
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