Invoice [Setup menu]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Invoice dialog to add and maintain invoice items for the selected client until you are ready to print an actual invoice or billing statement for the client. You can manually add items to the invoice at any time. If you print payroll checks using the Payroll CS, you can also add check printing fees to the Invoice dialog automatically during the check printing process.

You can also export information from the Invoice dialog to Practice CS, to Practice Solution, or to an XML file.

Choose Setup > Invoice.

Note: You can use the Transmittal Letter Editor to create a billing statement form for the selected client. If the form includes the Billing Detail block (which can be inserted into the form when you are using the Transmittal Letter Editor), the invoice detail that you enter in the Setup > Invoice dialog automatically appears on the billing statement when you print it from the Documents tab of the File > Print dialog.

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Related topics

Client billing procedures

Exporting invoices to Practice CS

Exporting invoices to Practice Solution

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