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Billing

Billing overview

With Practice CS, you can bill your clients using a wide variety of billing methods. Whether your firm bills at an hourly staff rate or fixed rate, periodically or on an as-needed basis, Practice CS can accommodate different methods based on your firm’s arrangements with individual clients. You can bill using as much or as little detail as you need.
To bill your clients, select
Actions
,
Billing
 (or use Ctrl + B) to open the
Billing
 screen.
You can perform the following tasks in the
Billing
 screen.

Bill clients

Use the
Bill Clients
 tab to select the WIP to bill.
  • Mark the
    Positive WIP
     checkbox if you want to see only clients with a positive WIP balance.
  • Mark the
    Negative WIP
     checkbox if you want to see only clients with a negative WIP balance.
  • Mark both the
    Positive WIP
     and
    Negative WIP
     checkboxes when you want to see only clients with non-zero WIP balances.

Search and filter

To narrow down the list of items in the
Billing
 screen, use the
Search
 and
Filter
 fields.

Select the WIP to bill

Select each client you want to bill. Use
Select All
 (or Ctrl + A) to select all items at once. Use
Deselect All
 (or Alt + E) to deselect all items at once.
The Billing Selection pane shows all selected items in the order in which they’ll be billed. When the list is unsorted, the items will appear in the order in which you select them. Select
Auto hideAuto Hide
 to display or hide the Billing Selection pane.

Select a billing method

After selecting the WIP to bill, select a billing method.
  • Detail bill selected
    : Use for clients that need greater control over the billing amounts or invoice presentation.
  • Quick bill selected
    : Use to quickly bill at a summary level. In the
    Quick Bill
     screen, you can enter the billed or the adjusted amount, and the application will complete the carryover field for you. You can also bill individual WIP items by selecting Expand and entering the billed and adjusted information for each item.
  • Standard bill selected
    : Use to quickly bill the selected clients at their current WIP amount. This will completely bill all selected WIP at its standard amount.
  • Zero bill selected
    : Use Zero Bill Selected to bill the selected clients at zero. This will completely bill all WIP amounts selected at zero.

Generate recurring bills

Use the
Generate Recurring Bills
 tab to bill clients who have the same work performed on a regular basis.

Integrated invoices

Use the
Integrated Invoices
 tab to bill clients based on imported invoices from other CS Professional Suite applications.
This tab displays invoices that have been exported to Practice CS from UltraTax CS. Use this tab to accept or reject these invoices. The invoice date is the date the invoice was exported to Practice CS.
You can allocate accepted invoices by creating adjustment entries; by partially or completely billing existing work-in-process for the client; or by creating progress bill entries. Progress bill and adjustment entries must be assigned to a staff member, engagement, and activity.
If an invoice is exported to Practice CS and there isn't a matching client in the Practice CS firm database, you'll receive the following error message: 
The client assigned to this invoice is not a valid client
Add the client to Practice CS in the
Clients setup
 screen, and then you can accept the integrated invoice.
If an UltraTax CS invoice is exported to Practice CS, and the invoice has a prepayment assigned to it in UltraTax CS but one doesn't exist in Practice CS, an error message will display. You won't be able to accept the invoice until you enter a receipt for the amount of the invoice in Practice CS.
Invoices that you accept in this tab can be displayed in the
Review
 tab.

Review

In the
Review
 tab you can do the following:
  • Modify an invoice
    : Select the invoices you want to modify, right-click, and select one of the following:
    • Open Selected
      : Enters the detail bill menu for editing.
    • Edit Selected
      : Edit 1 or multiple fields of the invoice
  • Delete an invoice
    : Deleting an invoice will unbill all entries on the selected invoices, making the WIP items not available to be billed again.
  • View the Invoice Journal
    : Select Journal to preview the Invoice Journal report. The report will automatically filter for the grid content on the
    Review
     tab.
  • Preview selected
    : Select
    Preview Selected
     to display the invoice information before posting or printing.
  • Print selected
    : Select
    Print Selected
     to print the selected invoices to 1 or more destinations, including a printer, FileCabinet CS, GoFileRoom, a file, email, or NetClient CS.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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