Creating a link to an invoice

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When you print an invoice in Practice CS, you can create a link from the invoice to documents in FileCabinet CS, GoFileRoom CS, or in a folder that you specify. You can also create links to invoices on the Links tab in the Detail Billing screen and on the Integrated Invoices tab in the Billing screen.

To create a link to an invoice when you print the invoice, follow these steps.

Note: You can print invoices from the Print Invoices & Statements screen (File > Print Invoices & Statements) or from the Review tab of the Billing screen (Actions > Billing).

  1. Select the invoice you want to print.
  2. Click the Print Selected button.
  3. In the Print dialog, mark one or more of the following checkboxes.
    • Output to GoFileRoom
    • Output to FileCabinet CS
    • Output to file

    Note: The Output to GoFileRoom and Output to FileCabinet CS checkboxes are available only if you are licensed for these applications.

  4. Mark the checkbox for each selected print output location:
    • Create Invoice Link to GoFileRoom Document
    • Create Invoice Link to FileCabinet CS Document
    • Create Invoice Link to File
  5. Click OK to print the invoice.

Invoices with links to them are indicated by a Link Link button in the right column of the screen. Click the Link Link button to open the Links dialog, which displays all links to the invoice. Click a link in the dialog to open the invoice.

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