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This article applies to:

  • Product: Practice CS
  • Subject: Billing

Enter and use billing instructions

Practice CS provides a way to record and relay information to the person making the billing decisions when billing a client. You can enter the information in the
Billing instructions
 in the Client Setup or Detail Billing, and you can also view it in the Billing Worksheet report.

Enter or view billing instructions in
Client Setup

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

Enter or view billing instructions in
Detail Billing

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

View the billing instructions on the
Billing Worksheet
 report

  1. Select
    File
     then
    Print Reports
    .
  2. Select the Billing Worksheet report and choose
    Select
    .
  3. View the billing instructions before the Time & Expenses Available to be Billed section.

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