Client billing procedures

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Setting up a fee schedule for check printing in Payroll CS

Setting up a fee schedule for form printing in Payroll CS

Setting up additional fees in Payroll CS

Creating a client billing form using the Transmittal Letter Editor

Adding billing items to the Invoice dialog

Printing invoices and other client documents

Exporting invoices to Practice CS

Exporting invoices to Practice Solution

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