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View prior invoices while billing

  • When billing online, it can be helpful making billing decisions to see prior invoices for the client.
    • For example, it may be useful to see the amount billed for last year’s tax return when billing for this year’s return.
  • Information about prior invoices in Practice CS is available on the Client Dashboard.
    • Access the Client Dashboard for the client you're currently billing by selecting the
      Dashboard
       link in
      Detail Billing
      .
  • When you select the link, the Client Dashboard opens for the client you're currently billing. A portlet available on the Client Dashboard shows all prior invoices for the client.
  • You can also select an invoice in the portlet and then right-click it to:
    • Preview the original invoice.
    • Print the original invoice.
    • Edit the original invoice.
    • View and print the detail transactions that were billed on the invoice.
  • More information available on the Client Dashboard includes:
    • Client Contact information,
    • A/R and WIP Balances and A/R and WIP Aged balances,
    • Receipts and A/R Adjustments,
    • All unbilled time and expense transactions,
    • Unpaid invoices and unapplied receipts,
    • Key totals for the current day, period, year, and prior year for production, adjustments, billed, collected, and realization,
    • 24 Period History - production, adjustments, billings, and collections for each of the last 24 periods.
  • To return to the
    Detail Billing
     screen, select
    Close
      to close the Client Dashboard.

This article applies to:

  • Product: Practice CS
  • Subject: Billing