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CCH Software User Documentation

Copying text from other bills

You can copy the text from previous bills in the Posted Bills window. To open the Posted Bills window, in the Bill Paragraphs billing page, click  This Client or Other Client buttons. From the Posted Bills window you can browse to any bill previously raised on the system and copy the text directly into the current draft bill. The same buttons are also available in Stage Three of the Billing Wizard.

Copy text from older bills

From within the Billing Wizard, on Stage Three you will see 2 buttons labeled This Client and Other Client.

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  • To list all the posted bills for the client you are currently billing, click clipboard_ecd13a7e7a9ec1255108f33e8cfcc7bcc.png. The Posted Bills window opens.

  • To list posted bills for a different client (i.e., not the client you are currently billing), click clipboard_e442010e5bc259e226470c4bf815735df.png. The Find Client window opens.
    You can then search for the client or whose bill content you want to copy.
    Once you have selected the client, the Posted Bills window is displayed listing all the posted bills for the selected client or assignment.

  • In the Posted Bills window, the left hand side lists the posted bills, showing the invoice date and number, and the write off and invoiced amount. Click one of these bill entries to display the paragraphs contained within it on the right hand side of the window.

  • When the billing paragraphs are listed, copy one or more of them to the current draft bill by dragging and dropping using the mouse.
    Multiple selections can be made by pressing the [Ctrl] key whilst making your selection (this will allow you to copy all the content of the bill if required, as you can select all the paragraphs in the Print Line Text column in one go). The paragraphs are added as new paragraphs.
    To append them to an existing paragraph hold the [Shift] key while you drag them to the draft bill.

NOTE

Only the text content of the paragraphs is added, not the values from the Amount or Tax fields. Once you have copied the paragraphs you will still need to enter the bill and tax amount.

You can reorder the billing paragraphs if required using the Move Up and Move Down buttons at the bottom of the Bill Paragraphs window.