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 theDashboardlink inDetail Billing.noteTheDashboardlink is available on all tabs inDetail 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 theDetail Billingscreen, selectCloseto close the Client Dashboard.
