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Firm billing and fees

Print billing invoices

When you're ready to send billing invoices to your clients for the services you've provided, you can use the
Print Billing Invoices
 screen to print the invoices. You can view the details of each individual invoice and choose which ones to print.
note
To specify the description, starting reference, and layout information for unprinted invoices listed in the
Print Billing Invoices
 screen, select
Edit
 then
Options
 to open the
Print Billing Invoices Options
 screen.
  1. Select
    File
     then
    Print Billing Invoices
    .
  2. then the
    Unprinted
     tab to view outstanding invoices for all clients.
  3. To use the fee date as the invoice date, mark the
    Use fee date as invoice date
     checkbox. Otherwise the invoice data defaults to the system date. To print separate invoices per fee date, mark the
    Separate invoice per fee date
     checkbox.
    note
    You can override these options for individual invoices by entering a different date for the invoice in the
    Date
     column.
  4. Select
    Edit
    ,
    Options
    , then
    Print Billing Invoices Options
     to change the description, starting reference, or layout information of the selected invoices.
    note
    The description, reference, and layout that you choose here apply to all invoices that are selected to print in the
    Unprinted
     tab of the
    Print Billing Invoices
     screen. To change this information for an individual invoice, select the ellipsis in the Override column for that invoice. This opens the
    Override Invoice Information
     window, where you can choose the information to print for that invoice only.
  5. Select the plus sign next to each client ID to view the individual items included in each invoice. By marking and unmarking checkboxes, you can choose which fees to include in each invoice.
    note
    If a fee includes delivery or a discount, the related fee will show directly below the billing fee. When you unmark the billing fee, all the related fees below it will automatically be unmarked, but you can unmark the discount or delivery fee and include only the billing fee on the invoice.
  6. Go to the Date column and enter or change the date to use as the date for the selected invoices. By default, the application enters the system date.
  7. Select
    Add Fee
     to open the
    Add Fee
     screen, where you can add new fees to the grid on the fly.
    note
    This is available only when the
    Unprinted
     tab is active.
  8. Select
    Revert
    if you need to revert the selected finalized invoices to the unprinted state.
  9. Select
    Export to Practice CS
     to export the selected finalized invoices. Practice CS will then retrieve those invoices, and you can select which invoices to keep.
    note
    This is available only when the
    Finalized
     tab is active and a data location (other than the default C:\ location) has been set up for Practice CS in the CS Professional Suite tab of the
    File Locations
     screen.
  10. When you've marked the checkboxes for all of the invoices and the fees you want them to include, select
    Print
     to print the selected invoices. Only the selections in the active tab (Unprinted or Finalized) will be printed.

This article applies to:

  • PRODUCT: Accounting CS

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