Adding billing items in the Invoice dialog

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Setup > Invoice dialog to add and maintain invoice items for the selected client until you are ready to print an actual invoice or billing statement. You can manually add items to the invoice at any time.

See also: Client billing procedures

Adding fees for check printing automatically during check printing

If you print payroll checks using Payroll CS, you can also add check printing fees automatically during the check printing process.

  1. Choose Setup > Invoice.
  2. In the Invoice dialog, verify that items in the invoice grid are those you want to appear on the invoice when you print it. You can manually add, edit, or delete items as needed.
  3. To include sales tax, enter the percentage in the Sales tax percent field and mark the Txbl checkbox for each item for which sales tax is to be added.
  4. Billing detail will always print in ascending date order. However, for invoice items with the same date, you can sort the items differently in the invoice grid by clicking the number button for an item at the left of the grid and dragging it up or down to a new location.
  5. To clear an invoice item, mark the Clear checkbox for that item and then click the Clear Invoice button at the bottom of the dialog.

To charge the client a fixed monthly fee for check printing

You can enter an amount for a fixed monthly fee in the invoice grid and simply never clear it. You would then print an invoice statement for the client once each month.

Example: If you charge a flat fee of $145.00 per month plus $1.10 per check for payroll processing, manually enter 145.00 in the grid and let the program accumulate the per-check fees automatically as you process payroll checks for the client. Note that you cannot leave the date field blank, but you can change it each time you print the invoice.

Applying additional fees to the invoice

If you want to apply additional fees to the current invoice, you can do so in the Additional Fees dialog.

  1. In the Invoice dialog, click the Additional Fees button.
  2. In the Additional Fees dialog, mark the checkbox(es) next to the additional fee(s) you want to add to the invoice.
  3. Click OK to save your selections and itemize the selected items on the invoice.

Note: You can make changes or additions to the list of additional fees by choosing Setup > System Configuration > Fees > Additional Fees.

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