Billing

Previewing an invoice

There are several ways that you can preview invoices in DT Practice.

Detail Billing > Preview tab

Use the Preview tab in Detail Billing to preview an invoice on screen. In the Preview tab, you can review the billing information you have entered and preview the invoice format you have selected.
  1. Choose
    Actions
     >
    Billing
    .
  2. Select the client you want to bill and select
    Detail Bill Selected
    .
  3. In the
    Detail Billing
     screen, enter the billing information.
  4. Go to the Preview tab to view the invoice for the selected client.

Billing screen > Review tab

From the Review tab of the
Billing
 screen, you can preview invoices that have been placed on review.
  1. Choose
    Actions
     >
    Billing
    .
  2. Go to the Review tab.
  3. Mark the checkbox for the invoice you would like to preview.
  4. Select the
    Preview Selected
     button.
  5. When finished, use the
    Back
     button on the toolbar to exit the preview.

Custom Formats setup screen

  1. Choose
    Setup
     >
    Custom Formats
    .
  2. Right-click an invoice format in the list and choose
    Edit
     to open the invoice format.
  3. Select the Preview button in the toolbar to open the
    Preview Custom Invoice Format
     dialog, where you can select an invoice to preview.

Print Invoices & Statements screen

  1. Choose
    File
     >
    Print Invoices & Statements
    .
  2. Mark the checkbox for each invoice you want to preview.
  3. Select the
    Preview Selected
     button.

This article applies to:

  • Product: DT Practice