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Setup

Create a link to an invoice

When you print an invoice, you can create a link from the invoice to documents in other applications or a folder.
When you print an invoice in the application, you can create a link from the invoice to documents in Practice CS, GoFileRoom, or in a folder that you specify. You can also create links to invoices on the
Links
tab in the
Detail Billing
 tab and on the
Integrated Invoices
 tab in the
Billing
 screen.
note
You can print invoices by selecting
File
Print Invoices & Statements
 or selecting
Actions
Billing
Review
tab.
To create a link to an invoice when you print the invoice, follow these steps.
  1. Select the invoice you want to print.
  2. Select
    Print Selected
    .
  3. In the
    Print
    window, select one or more of the following options:
    • Output to GoFileRoom
    • Output to Practice CS
    • Output to file
    note
    The
    Output to FileCabinet CS
     and
    Output to GoFileRoom
     checkboxes are available only if you are licensed for these applications.
  4. Select the checkbox for each selected print output location:
    • Create Invoice Link to GoFileRoom Document
    • Create Invoice Link to FileCabinet CS Document
    • Create Invoice Link to File
  5. Select
    OK
     to print the invoice.
Invoices with links to them are indicated by a
Link
 button in the right column of the screen. Select the
Link
 button to open the
Links
 window, which displays all links to the invoice. Select a link in the window to open the invoice.

This article applies to:

  • Product: Practice CS
  • Subject: Setup