View and reprint historical invoices
It's often helpful to view or reprint previous invoices for a client. Practice CS provides several locations where you can view historical invoices.
Prior Invoices portlet on the Client Dashboard
Prior Invoices
portlet on the Client Dashboard
You can do the following in this portlet:
- Preview invoices.
- Print invoices.
- Open invoices in theDetail Billingscreen.noteIf an invoice is posted or there's a credit applied to it, you can view theDetail Billingscreen for the invoice, but depending on your firm’s security setup, you may not be able to modify it.
- Edit the Date, Due Date, Notes, Office, or Reference.note
- If you select multiple invoices, you can change them with a single edit.
- Depending on your firm’s security setup, you may not be able to edit an invoice that's posted or has a credit applied to it.
- View the individual WIP transactions billed on an invoice.noteTo show the individual WIP transactions, right-click and selectShow Options. In the Options panel, mark theShow Detailscheckbox. The application will display the details for the selected invoice.
- Right-click and selectPrint Gridto print the content of the portlet.
note
You can access the Client Dashboard can directly from Detail Billing. Select the link at the bottom of any tab in Detail Billing.
Review tab of the Billing screen
Billing
screenOn this tab, you can do the following:
- Use theSearchfield to find a specific invoice.
- Filter the tab for a specified set of invoices, such as those within a specified date range or for a specific client.
- Select theUnapproved onlyorUnposted onlycheckboxes to filter the tab to show only invoices that are unapproved or unposted.noteThis feature is available only if your firm uses the Approval/Posting process for billing.
- Approve and post invoices.noteThis feature is available only if your firm uses the Approval/Posting process for billing.
- Unapprove and unpost invoices.noteThis feature is available only if your firm uses the Approval/Posting process for billing.
- Preview invoices.
- Print Invoices.
- Open invoices in Detail Billing.noteIf an invoice is posted or there's a credit applied to it, you can view theDetail Billingscreen for the invoice, but depending on your firm’s security setup, you may not be able to modify it.
- Edit the Date, Due Date, Notes, Office, or Reference.note
- If you select multiple invoices, you can change them with a single edit.
- You can't edit an invoice that is posted or has a credit applied to it.
- Delete invoices.noteYou can't delete an invoice that's posted or has a credit applied to it.
- SelectJournalto view and print an Invoice Journal report for the invoices displayed on the screen.
- Right-click and selectPrint Gridto print the entire contents of the screen.
Invoice Journal report
Invoice Journal
reportThis report can produce a list of invoices with the following features and options:
- Filter the report on variables related to invoices and clients.
- Group the report on variables related to invoices and clients.
- Include the WIP detail for each invoice.
- Open the invoice in Detail Billing by selecting it in a report preview.noteIf an invoice is posted or there's a credit applied to it, you can view theDetail Billingscreen for the invoice, but depending on your firm’s security setup, you may not be able to modify it.
