Viewing prior invoices while billing

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When billing online, it is sometimes helpful in making billing decisions to be able to see prior invoices for the client. For example, it may be useful to see the amount billed for last year’s tax return when billing for this year’s return.

Information about prior invoices in Practice CS is available on the Client Dashboard. Access the Client Dashboard for the client you are currently billing by clicking the Dashboard link in Detail Billing.

Note: The Dashboard link is available on all tabs in Detail Billing.

When you click this link, the Client Dashboard opens for the client you are currently billing. Among the many portlets available on the Client Dashboard is one that shows all prior invoices for the client.

You can also select an invoice in the portlet and then right-click it to:

Additional information available on the Client Dashboard includes:

To return to the Detail Billing screen, close the Client Dashboard by clicking the Close button in the upper right corner.

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