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Firm billing and fees

Set up fees for a client

You can use the
Billing
 tab on the
Clients
 screen to select the fees to bill to the client. After you set up the fees that your firm uses on the
Billing Items
 screen, do the following to select applicable fees for a client.
  1. Select
    Setup
    ,
    Clients
    , then the
    Billing
     tab.
  2. Select the client from the list.
  3. In the Billing Options section, mark any of the checkboxes that apply to this client's invoices:
    • To have the application create any GL entries and associated liabilities immediately when the fee is created, mark the
      Create fees as final
       checkbox.
    • To have the application exclude any tax agent checks when billing this client, mark the
      Exclude tax agent transactions from billing
       checkbox.
    • To have the application assign this client's fees to another client for invoicing, mark the
      Bill to other client
       checkbox then select that other client in the
      Client
       dropdown.
  4. Go to the Discount Information section and enter any discount information for the client.
  5. If the client's fees are subject to sales taxes, enter the information in the Sales Tax Information grid. The dropdown in the Taxing Authority column includes all taxing authorities this client is potentially subject to. Mark the
    Exempt
     checkbox if the client is exempt from the sales tax.
  6. Go to the Fee Selection section and select all fees that apply to the client. The
    Description
     dropdown includes all fees that were set up for the firm on the
    Billing Items
     screen.
  7. Go to the GL Distributions section and select the GL account numbers from the dropdown in each of the fields.
  8. Select
    Enter
     to save the billing information for this client.

This article applies to:

  • Product: Accounting CS
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