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.
- From the Setup menu, chooseClients.
- Select a client from the list.
- Select theEditbutton.
- Select theBilling and A/Rtab.
- 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.noteThe application won’t let you make a parent client a subsidiary of another client.
- In theDefault invoice formatfield, select an invoice format from the dropdown list.noteFormats in this list are created in .
- 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. - In the clientBilling instructionsfield, enter any notes you would like to provide for the biller about this client.
- In theDefault statement formatfield, select a statement format from the dropdown list.noteFormats in this list are created in .
- 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.noteRates in this list are entered in .
- 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.noteThis link is hidden unless your firm has enabled credit card processing on theBilling and A/Rtab of the Firm setup screen.
- Additional E-mail addresses:In this field, enter email addresses for additional contacts (aside from the designated billing contact from theContact Infotab) to whom invoices and statements should be sent for this client.
