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Billing

Add a date variable to the invoice description

Add a discount to an invoice

Add a note to an invoice

Add an adjustment entry

Add an alternate mailing address for invoices and statements

Allocate an adjustment to a different staff member

Apply open credits in detail billing

Bill client families

Bill clients without work in progress (WIP)

Billing amount distribution example

Billing methods

Billing overview

Billing surcharges

Cancel an invoice

Change an invoice number

Change saved invoices

Change the default invoice format or statement format

Client families overview

Compose an invoice

Compose toolbar

Create detail invoice with subtotals

Delete a Bill Pay invoice from NetClient CS

Delete an invoice

Delete or modify an invoice

Detail billing by time and expenses

Detail billing in summary

Detail billing overview

Discontinue the generation of a recurring bill

Display work-in-process (WIP) billed on an invoice

Edit multiple invoices

Email invoices and statements to multiple email addresses

Enter a final bill without work-in-process

Enter and use billing instructions

Error: Invoice contains progress bills that have been relieved on a later invoice

Hide invoices with no balance from the A/R Ledger section on an invoice or statement format

Hide staff billing rates in the Time and Expense Entry screen

Invoice due dates

Invoice reversals

Partial billing

Partially clear a progress bill

Practice CS and NetClient CS bill pay walk-through

Preview a statement

Preview an invoice

Preview Invoices screen

Progress bill allocation example

Recurring bill flowchart

Relieve a progress bill

Relieve a progress bill with no time or expense entries

Relieve administrative WIP for administrative client

Relieve nonbillable time and expenses

Reprint an invoice

Reverse a previous period invoice with a negative invoice

Reverse a previous period progress bill

Review, approve, and post invoices

Service taxes and sales taxes calculations

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

Set the beginning invoice number

Set the date of work-in-process (WIP) available to bill

Set up WIP and A/R limits for clients

Setup areas - email messages

Statement generation

Unbill time and expenses

Unpost an invoice

Use progress billing to bill without relieving work-in-process (WIP)

Use recurring bills

Use the approval and posting process

View and reprint historical invoices

View invoice notes

View prior invoices while billing

View the Invoice Journal

Work with integrated invoices