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This article applies to:

  • Product: DT Practice

Entering and using billing instructions

DT Practice provides a way to record and relay information to the person making the billing decisions when billing a client. The information is entered and in the
Billing instructions
 field in Client Setup or Detail Billing, and can also be viewed in the Billing Worksheet report.

Entering or viewing billing instructions in client setup

  1. Choose
    Setup
     >
    Clients
    .
  2. Select the client for whom you want to enter or view the billing instructions and select
    Edit
    .
  3. Go to the Billing and A/R tab.
  4. Enter or edit text in the
    Billing instructions
     field.
  5. Select
    Enter
     to save the changes.

Entering or viewing billing instructions in Detail Billing

  1. Choose
    Actions
     >
    Billing
    .
  2. Select the client you want to bill and select
    Detail Bill Selected
    .
  3. Go to the Summary tab.
  4. Enter, view, or edit text in the
    Billing instructions
     field.
    note
    The text in the
    Billing instructions
     field is the same as that entered on the Billing and A/R tab on the Client setup screen.

Viewing the billing instructions on the Billing Worksheet report

  1. Choose
    File
     >
    Print Reports
    .
  2. Select the Billing Worksheet report and then
    Select
    .
  3. View the billing instructions above the Time & Expenses Available to be billed section.