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Billing

Detail billing overview

For clients that require greater control over the billing amounts or invoice presentation, use the Detail Billing screen. The Detail Billing screen offers a variety of ways to bill at any level of detail you might need.
In the Billing screen, mark the checkboxes for the clients you want to bill, then select
Detail Bill Selected
 to open the Detail Billing screen.
In Detail Billing, you can:
  • Standard bill, partial bill, progress bill, or smart bill.
  • Select invoice formats and due dates.
  • Bill and edit individual WIP items.
  • Relieve WIP for nonbillable items.
  • Preview your invoices on screen.

Summary

Use the
Summary
 tab to specify invoice information, bill amounts, due dates, and adjustments. Select More if you want to enter a progress bill. The Summary tab offers you another way to Quick Bill your clients. You can enter either the billed or the adjusted amount and the application will complete the remaining fields for you.

Time & Expenses

The
Time & Expenses tab
 displays the WIP detail for the selected client and allows you to bill at the level of individual WIP transactions. You can right-click and use the context menu to select how to bill the selected entries, unbill entries, print the list of time entry transactions, and edit the transactions directly from this screen.

Nonbillable

Use the
Nonbillable tab
 to track time spent on nonbillable activities and relieve WIP for nonbillable items.

Links

Use the
Links
 tab to add links to files, folders, websites, interactions, or documents outside of Practice CS, including documents stored in FileCabinet CS or GoFileRoom.

Compose

Use the
Compose tab
 to make changes to the detail section of an invoice. In this tab, you can display the invoice detail as it would appear on the invoice, change font properties, and format the text of the invoice.

Preview

Use the
Preview tab
 to review your invoice on screen.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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