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Firm billing and fees

Print billing invoices

When you're ready to send billing invoices to your clients for the services you've provided, you can use the
Print Billing Invoices
 screen to print the invoices. You can view the details of each individual invoice and choose which ones to print.
  1. Select
    File
     then
    Print Billing Invoices
    .
  2. then the
    Unprinted
     tab to view outstanding invoices for all clients.
  3. To use the fee date as the invoice date, mark the
    Use fee date as invoice date
     checkbox. Otherwise the invoice data defaults to the system date. To print separate invoices per fee date, mark the
    Separate invoice per fee date
     checkbox.
  4. Select
    Edit
    ,
    Options
    , then
    Print Billing Invoices Options
     to change the description, starting reference, or layout information of the selected invoices.
  5. Select the plus sign next to each client ID to view the individual items included in each invoice. By marking and unmarking checkboxes, you can choose which fees to include in each invoice.
  6. Go to the Date column and enter or change the date to use as the date for the selected invoices. By default, the application enters the system date.
  7. Select
    Add Fee
     to open the
    Add Fee
     screen, where you can add new fees to the grid on the fly.
  8. Select
    Revert
    if you need to revert the selected finalized invoices to the unprinted state.
  9. Select
    Export to Practice CS
     to export the selected finalized invoices. Practice CS will then retrieve those invoices, and you can select which invoices to keep.
  10. When you've marked the checkboxes for all of the invoices and the fees you want them to include, select
    Print
     to print the selected invoices. Only the selections in the active tab (Unprinted or Finalized) will be printed.

This article applies to:

  • Product: Accounting CS
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