Billing and fees overview

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Setting up billing and fees involves setup steps at both the firm and client levels. The following topics walk you through the process from firm setup to printing billing invoices.

Setting up billing items and fee schedules

Using graduated tables for client check processing fees - examples

Using fee schedules for client form processing - examples

Setting up fees for a client

Printing billing invoices

Adding one-time fees to client billing invoices

Modifying a finalized billing invoice

Reprinting a printed billing invoice

Related topics

Setup > Firm Information > Billing Items

Setup > Clients > Billing tab

Adjusting fee rates for billing items

File > Print Billing Invoices

Add Fee dialog

Processing billing impound ACH files using Kotapay

Exporting invoices to Practice CS

Disclaimer: Kotapay (formerly InterceptEFT) is an unaffiliated third party that some of our customers have engaged to provide direct deposit, tax payments, ACH processing, or credit card merchant services.

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