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CCH Software User Documentation

Client Record: Bills tab

 

This tab provides details of draft bills together with a full billing history for the selected client. Bills created at both the client level and assignment level are listed here. Any draft bills created for the client can be accessed from here. Double–click a draft bill in the list to open the Billing Main pages for the bill from where you can complete the billing process.

Once a bill has been posted it will appear in the Full Billing History area. The Full Billing History area shows the client’s previous invoices. From here you can view the previous bills and use them as a template for repeat bills.

The following buttons are available at the bottom of the Bills tab:

Button....

What it does....

 

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This produces a Draft Internal Bill Report of the selected invoice, displayed in a Print Preview window. This report displays the relevant billed WIP entries.

 

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This button displays the Create Repeat Bill Template window where you can use an existing bill as the basis for creating repeat bill entries. For example, you could stipulate that a particular bill was required on a specific frequency (that is, daily, weekly, fortnightly and monthly). If you want to create a repeat bill based on a bill created at the assignment level, you will need to create the repeating entry from the Bills tab in the Assignment page.

 

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This is used to partially or fully reverse an invoice.

You need to have the correct level of security to reverse bills.

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This produces a PDF copy of the selected bill.

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This will open an Outlook window with the client's email address populated and the bill attached as a PDF.

You will need to input a subject line and body to the email.

clipboard_ed7164ed58333f0da332192781f842d21.png This option displays the invoice in Word.

Draft bills are created by selecting the Billing Wizard option on the Task Bar. This option is available from the Bills tab at Client level and Assignment tab within a Client record.

Related Topics

The Client page

Billing – An overview

How to view a draft bill

How to create a draft bill

How to view an existing bill for a client

How to create a template for a standing order

How to reverse a bill


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

 

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