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Set firm address information on invoice and statement format to the office association with the client

The firm address and phone information on invoices and statements defaults to the contact information on the
Contact Info
 tab in the
Firm
 screen. If you've set up multiple offices in Practice CS, you can use the following steps to change your invoice and statement formats to print the address of the office related with the client instead.

Invoice address

  1. Select
    Setup
    , then
    Custom Formats
    .
  2. Right-click the invoice format and select
    Edit
    .
  3. Double-click the
    Firm Address 1
     text box.
  4. Select and delete the formula displayed in the center section.
  5. Go to
    Invoice Detail
    ,
    Invoice
    ,
    Client
    ,
    Office
    ,
    Contact
    ,
    Address
    , and then
    Primary
    .
  6. Double-click
    Address 1
     to move the formula for this field into the center section.
  7. Select
    OK
     to insert this formula into the selected text box.
  8. Repeat these steps for all other address components you're changing to the office-specific value.

Invoice phone number

  1. Select
    Setup
    , then
    Custom Formats
    .
  2. Right-click the invoice format and select
    Edit
    .
  3. Double-click the text box containing the Business phone field to open the
    OutputValue Formula
     screen.
  4. Select and delete the formula displayed in the center section.
  5. o to
    Invoice Detail
    ,
    Invoice
    ,
    Client
    ,
    Office
    ,
    Contact
    ,
    Phone
    , and then
    Business
    .
  6. Double-click
    Phone
     to move the formula for this field into the center section.
  7. Select
    OK
     to insert this formula into the selected text box.
  8. Repeat these steps for all other phone numbers you're changing to the office-specific value.

Statement address

  1. Select
    Setup
    , then
    Custom Formats
    .
  2. Right-click the statement format and select
    Edit
    .
  3. Double-click the
    Firm Address 1
     text box.
  4. Select and delete the formula displayed in the center section.
  5. o to
    Client
    ,
    Office
    ,
    Contact
    ,
    Address
    , and then
    Primary
    .
  6. Double-click
    Address 1
     to move the formula for this field into the center section.
  7. Select
    OK
     to insert this formula into the selected text box.
  8. Repeat these steps for all other address components you're changing to the office-specific value.

Invoice phone number

  1. Select
    Setup
    , then
    Custom Formats
    .
  2. Right-click the statement format and select
    Edit
    .
  3. Double-click the text box containing the
    Business phone
     field to open the
    OutputValue Formula
     screen.
  4. Select and delete the formula displayed in the center section.
  5. In the field tree structure, go to
    Client
    ,
    Office
    ,
    Contact
    ,
    Phone
    , and then
    Business
    .
  6. Double-click
    Phone
     to move the formula for this field into the center section.
  7. Select
    OK
     to insert this formula into the selected text box.
  8. Repeat these steps for all other phone numbers you're changing to the office-specific value.

This article applies to:

  • Product: Practice CS
  • Subject: Billing