Billing methods in Practice CS

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Practice CS lets you bill clients and create invoice in a number of different ways. Your options for creating an invoice and the pros and cons of each method are below.

You do not have to choose one method. Instead, you can use all the methods below at any time and should choose the method that works best for the invoice you want to create. 

Zero Bill

This option creates a $0 invoice that includes all WIP. 

When to use it

How to do it

  1. Go to Actions > Billing.
  2. Mark the clients you want to bill. 
  3. Click the Zero Bill Selected button. 
  4. Click Yes.
  5. The invoice is now saved and available to print.

Pros

Cons

Standard Bill

This creates an invoice with all available WIP and the invoice amount will match the WIP Amt you see before you bill.

When to use it

How to do it

  1. Go to Actions > Billing.
  2. Mark the clients you want to bill. 
  3. Click the Standard Bill Selected button. 
  4. Click Yes.
  5. The invoice is now saved and available to print.

Pros

Cons

Quick Bill

This creates an invoice with all available WIP and lets you choose the invoice amount.

When to use it

How to do it

See Using Quick Bill.

Pros

Cons

Detail Bill

This lets you create a completely customized invoice.

When to use it

How to do it

See Detail billing overview.

Pros

Cons

Recurring Bill

This creates an invoice for a client with preset amounts. 

When to use it

How to do it

See Recurring bills.

Pros

Cons

 

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