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Firm administration

Set up firm billing and A/R options

Your firm administrator and other staff members with security permission to make firm-wide setup decisions can select your firm’s options for billing and accounts receivable functions.
  1. Select
    Setup
    Firm
    Billing and A/R
     tab.
  2. Default invoice format for new clients
    : Select a default format from the dropdown list in
    note
    To create invoice formats, select
    Setup
    , then
    Custom Formats
    .
  3. Number of days until invoice is due
    : Enter the number of days.
     When you enter a number, the application will automatically complete the
    Due Date
     for you in billing.
  4. Enable default invoice reference number
    : To have Practice CS generate invoice reference numbers based on criteria you specify, mark this checkbox and select
    More
     to open the Default Invoice Reference Number window.
  5. Invoice email message:
     To compose a message to accompany invoices that you send as email attachments, select
    More
     to open the Invoice E-mail Message window.
  6. Use separate invoice numbering sequence for zero amounts
    : Mark this checkbox if you want invoices with 0 amounts to have their own numbering sequence.
    note
    • With this checkbox marked, invoices with 0 amounts will automatically be put in the
      Zero Number
       sequence.
    • Invoices with amounts other than 0 can't be placed in the
      Zero Number
       sequence.
  7. Automatically Relieve Nonbillable WIP
    : Mark this checkbox to relieve nonbillable WIP automatically along with billable WIP. In Detail Billing, all nonbillable time and expenses on the Nonbillable tab of the Billing screen are automatically marked for relief when this checkbox is marked. In Quick Bill Selected, Standard Bill Selected, and Zero Bill selected, all nonbillable time and expenses through the invoice date are automatically relieved.
  8. Enable printing invoices to NetClient CS
    : If you are licensed for NetClient CS, mark this checkbox if you want to print invoices to NetClient CS. If you have established an account with Kotapay (formerly InterceptEFT) for credit card processing, your clients can pay their invoices online.
  9. Set up CS Payment Account
    : If you have enabled printing invoices to NetClient CS, select this link to configure a CS Payment account. Refer to Set up a CS Payment account for more information.
  10. Default statement format for new clients
    : Select a default format from the dropdown list.
    note
    To create statement formats, select
    Setup
    , then
    Custom Formats
    .
  11. Statement e-mail message
    : To compose a message to accompany statements that you send as email attachments, select
    More
     to open the Statement E-mail Message window.
  12. If your firm assesses service charges, mark the
    Assess Service Charges, use rate
     checkbox. If you mark this checkbox, you must select a rate from the dropdown list.
    note
    To add service charge rates, select
    Setup
    , then
    Service Charges
     or right-click in the dropdown list and select
    Add Service Charge
     from the context menu. You must have security permissions to add service charges.
  13. Enable ACH processing
    : Mark this checkbox if your firm will process ACH payments through Practice CS.
  14. Enable credit card processing
    : Mark this checkbox if your firm will process credit card payments through Practice CS.
    note
    Before you can process ACH or credit card transactions through Practice CS, you must establish an account with Kotapay.
  15. Set up CS Payment Account
    : Select this link to configure a CS Payment account for credit card processing.
  16. In the
    Dunning messages
     fields, you can enter up to 5 different messages to clients concerning their past due balances. The message that appears on a client’s statement depends on the age (in periods) of the past due balance.
  17. Enter a statement in
    A/R Terms
     to appear on the client statements and invoices specifying terms.

This article applies to:

  • Product: Practice CS
  • Subject: Setup