Billing overview

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Practice CS enables you to bill your clients on screen using a wide variety of billing methods. Whether your firm bills at an hourly staff rate or fixed rate, periodically or on an as-needed basis, Practice CS can accommodate different methods based on your firm’s arrangements with individual clients, and lets you bill using as much or as little detail as you need.

To bill your clients, choose Actions > Billing (or press CTRL+B) to open the Billing screen.

In the billing screen you can perform the following tasks.

Billing videos:

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