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Firm billing and fees

Set up billing items and fee schedules

You can use the
Billing Items
 screen to set up the fees and fee schedules that your firm uses to invoice clients for check printing, form printing, and miscellaneous processing. Set up the items from your firm's pricing sheet to make them available for use with all your clients.
Do the following to set up fees and billing items:
  1. Select
    Setup
    ,
    Firm Information
    , then
    Billing Items
    .
  2. In the Identification section, go to the
    Description
     field and enter a unique name for the fee. This description will show in the list frame in the
    Billing Items
     screen and in the dropdown for the
    Fee selection
     field throughout the application.
  3. Enter a
    Fee Description
    . This will show for the fee on reports and on the client billing invoices. If you leave this field blank, the application uses the text in the
    Description
     field on reports and billing invoices.
  4. Select a fee type.
  5. If this fee applies to all clients, mark the
    Standard fee
     checkbox. When this checkbox is marked for a fee, the fee will be automatically selected in the Fee Selection grid in the
    Billing
     tab for every client. If you need to, you can delete the fee from individual client records.
  6. Mark the
    Taxable
     checkbox if this fee is subject to sales tax.
  7. Use
    Print order
     to set the default order to list the fees when printing billing invoices. If the same print order is used for multiple fees, they'll be listed in the order entered (newest to oldest).
  8. If the fee uses a graduated scale, the Fee Schedule section displays the graduated table and a number of fields that vary depending on the calculation type you select for the fee. Enter the applicable information in the graduated table.
  9. Enter or select the appropriate GL account numbers in the GL Account Distributions section.
  10. Select
    Enter
     to save the billing item.

This article applies to:

  • Product: Accounting CS
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