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Billing

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

You can do the following in this portlet:
  • Preview invoices.
  • Print invoices.
  • Open invoices in the
    Detail Billing
     screen.
    note
    If an invoice is posted or there's a credit applied to it, you can view the
    Detail Billing
     screen 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.
    note
    To show the individual WIP transactions, right-click and select
    Show Options
    . In the Options panel, mark the
    Show Details
     checkbox. The application will display the details for the selected invoice.
  • Right-click and select
    Print Grid
     to 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

On this tab, you can do the following:
  • Use the
    Search
     field 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 the
    Unapproved only
     or
    Unposted only
     checkboxes to filter the tab to show only invoices that are unapproved or unposted.
    note
    This feature is available only if your firm uses the Approval/Posting process for billing.
  • Approve and post invoices.
    note
    This feature is available only if your firm uses the Approval/Posting process for billing.
  • Unapprove and unpost invoices.
    note
    This feature is available only if your firm uses the Approval/Posting process for billing.
  • Preview invoices.
  • Print Invoices.
  • Open invoices in Detail Billing.
    note
    If an invoice is posted or there's a credit applied to it, you can view the
    Detail Billing
     screen 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.
    note
    You can't delete an invoice that's posted or has a credit applied to it.
  • Select
    Journal
     to view and print an Invoice Journal report for the invoices displayed on the screen.
  • Right-click and select
    Print Grid
     to print the entire contents of the screen.

Invoice Journal
 report

This 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.
    note
    If an invoice is posted or there's a credit applied to it, you can view the
    Detail Billing
     screen for the invoice, but depending on your firm’s security setup, you may not be able to modify it.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Billing