Billing

Adding a note to an invoice

DT Practice enables you to add a note to an invoice. Notes are most often used to record the reasons behind billing decisions, which can help in making billing decisions in the future, or justify for a client the billed amount.
  1. Choose
    Actions
    , then
    Billing
    .
  2. Select the client, engagement, or project you want to bill and select
    Detail Bill Selected
    .
  3. On the Summary tab in the
    Detail Billing
     screen, enter the text of the note in the
    Invoice Notes
     field.
    note
    The invoice note may be of unlimited length.
  4. Select
    Save
     or
    Save and Print
    .

This article applies to:

  • Product: DT Practice