Viewing and reprinting historical invoices

Alerts and notices

It is often helpful to view or reprint previous invoices for a client. Practice CS provides several locations where you can view historical invoices.

Prior Invoices portlet on the Client Dashboard

In this portlet, you can perform the following actions:

Note: The Client Dashboard can be accessed directly from Detail Billing by clicking the link at the bottom of any tab in Detail Billing.

Review tab of the Billing screen

On this tab, you can perform the following actions:

Invoice Journal Report

This report can produce a list of invoices with the following features and options:

For additional information about the Invoice Journal report, see Invoice Journal report.