Billing

Entering and using billing instructions

Digita Practice Advanced 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 click Edit.
  3. Click the Billing and A/R tab.
  4. Enter or edit text in the
    Billing instructions
     field.
  5. Click 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 click Detail Bill Selected.
  3. Click 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 click Select.
  3. View the billing instructions above the Time & Expenses Available to be billed section.

This article applies to:

  • Product: Digita Practice Advanced