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Setup

Set up client billing and A/R options

Set client-specific billing and accounts receivable options, including invoice and statement formats, due dates, service charges, billing instructions, payment accounts, and additional billing email addresses.
Use the Billing and A/R tab of the Clients screen to specify billing and accounts receivable options for the selected client.
  1. From the Setup menu, choose
    Clients
    .
  2. Select a client from the list.
  3. Select the
    Edit
     button.
  4. Select the
    Billing and A/R
     tab.
  5. Subsidiary Client in Client family
    : Mark this checkbox if you want this client’s invoices to be billed to another client, then select the other client from the dropdown list.
    note
    The application won’t let you make a parent client a subsidiary of another client.
  6. In the
    Default invoice format
     field, select an invoice format from the dropdown list.
    note
    Formats in this list are created in
    Setup
    Custom Formats
    Invoices
    .
  7. Number of days until invoice is due:
     The default for this field is the number of days until the due date that has been set up for the firm. However, you can use this field to enter a different due date for the current client. Enter the number of days after an invoice date that the invoice is due for this client, or select the Down arrow button and enter the date using the dropdown calculator.
  8. In the client
    Billing instructions
     field, enter any notes you would like to provide for the biller about this client.
  9. In the
    Default statement format
     field, select a statement format from the dropdown list.
    note
    Formats in this list are created in
    Setup
    Custom Formats
    Statements
    .
  10. Assess Service Charges, use rate:
     Mark this checkbox if you want to assess service charges for this client. Also choose a rate from the dropdown list.
    note
    Rates in this list are entered in
    Setup
    Service Charges
    .
  11. Manage Client accounts:
     select this link to open the CS Payment screen, where you can sign in and add, edit, and delete credit cards on file for the selected client.
    note
    This link is hidden unless your firm has enabled credit card processing on the
    Billing and A/R
     tab of the Firm setup screen.
  12. Additional E-mail addresses:
     In this field, enter email addresses for additional contacts (aside from the designated billing contact from the
    Contact Info
     tab) to whom invoices and statements should be sent for this client.

This article applies to:

  • Product: Practice CS
  • Subject: Setup