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.
Fields & buttons
On each line of the grid, enter the following information for each item that is to be billed to the selected client. This will appear on the billing statement where you have inserted the variable called Billing Detail.
Date
Enter the appropriate date for the billable item.
Clear
To remove this invoice item from the grid, mark this checkbox and then click the Clear Invoice button at the bottom of this dialog.
Txbl
To indicate that this invoice item is subject to sales tax, mark this checkbox.
Description
Enter a short description of the invoice item.
Amount
Enter the amount to be billed. If you mark the item as being taxable, the program will automatically calculate and add the appropriate sales tax amount to the invoice total (based on the Sales tax percentage that you enter in the Setup > Invoice dialog).
Note: When using the Transmittal Letter Editor (accessible from the CSA Setup menu) to create a billing statement for this client, be sure to insert the variable called Billing Detail as part of the statement contents. The information entered in this grid will automatically appear on the billing statement when you print it.
Enter the appropriate percentage to use for any invoice items that are subject to sales tax.
Example: For 6 percent, enter 6.00.
Shows the total sales tax amount to be added for invoice items marked as taxable (based on the sales tax rate that you have entered in the Setup > Invoice dialog).
Shows the total system-calculated amount for the invoice items, based on the amounts and the sales tax percentage that you have entered.
Related topics
Client billing procedures
Exporting invoices to Practice CS
Exporting invoices to Practice Solution