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Firm billing and fees

Print outstanding invoices for clients

You can use the
Unprinted
 tab of the
Print Billing Invoices
 screen to view and print outstanding invoices for clients.
  1. Go to
    File
    ,
    Print Billing Invoices
    , then the
    Unprinted
     tab for a list of all outstanding invoices.
  2. Select the plus sign next to an invoice to view its details.
  3. Select the ellipsis in the
    Override
     column to open the
    Override Invoice Information
     window for individual invoice customization.
  4. Select a filter from the dropdown to filter the invoices. Additional criteria fields will appear for more specific filtering.
  5. Mark the
    Use fee date as invoice date
     checkbox to apply the fee date as the invoice date rather than the system date (default).
  6. If you're using the fee date as the invoice date, mark the
    Separate invoice per fee date
     checkbox to print separate invoices for each fee date.
  7. In the
    Invoices
     grid, select the plus sign to view fees.
  8. Select the fee row and select
    Delete
     to remove a fee. Only individual fees can be deleted, not entire invoices. Deleting all fees will automatically remove the invoice.
  9. Include a Fee in the Printed Invoice
    : Mark this checkbox next to the fee to include it in the printed invoice.
  10. Select
    Add Fee
     and complete the
    Add Fee
     window to add a new fee.

This article applies to:

  • Product: Accounting CS
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