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).

Removes all items from the Invoice Items grid for which the Clear checkbox is currently marked.

Opens the Additional Fees dialog. Click this button if you have set up additional fees that you want applied to this invoice.

Enter the appropriate percentage to use for any invoice items that are subject to sales tax.

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.

Exports the data from the Invoice Items grid and saves it as an XML file in the d:\wincsi\CSASys\Invoice folder (where d represents the drive where your CSA software is installed) and with a filename using the client ID and the current system date (ClientID.YYYYMMDD.xml).

For licensed users of Practice CS or Practice Solution

The Creative Solutions Accounting software enables you to create invoices for client billing and export them to Practice CS v.2005.2.x or higher or to Practice Solution version 03.1.0 or higher.

Practice CS or Practice Solution then records the amount of the invoice and enables you to update and track receivable amounts.

To specify the appropriate folder location for the destination program

1. From the CSA main window, choose Setup > User Preferences.
2. In the File Locations tab of the User Preferences dialog, do the following:

   For Practice CS users: Specify the location where your Practice CS software is installed.
   

   Example:
   C:\WINCSI\Practice CS\

   For Practice Solution users: Specify the location where your Practice Solution software is installed and also specify the folder location for your Practice Solution client data files.
   

   Example:
   C:\WINCSI\PS\
   C:\WINCSI\PSDATA\

3. Click OK.

To export invoices to Practice CS or to Practice Solution

After you have completed Steps 1 - 3 above, an Export to PS button appears on the Setup > Invoices dialog.

If one or more invoice items have been entered in the Setup > Invoices dialog in CSA, you may click the Export to PS button. CSA writes information about each invoice and saves that in the appropriate folder location to be used by your Practice CS or Practice Solution software.