Practice CS: How to Print Invoices

Alerts and notices

In Practice CS, invoices can be printed from three places.

  1. Save and Print button in Detail Billing: When using Detail Billing to create the invoice, after you have entered the billing amounts and composed the invoice to your satisfaction, and are ready to save the invoice, click the Save and Print button. The invoice will be saved and you will be presented with the print options screen (see below) to print this invoice.
  2. Billing Review screen: After saving an invoice in detail billing, generating Recurring Bills, or using Quick Bill, Standard Bill or Zero bill to generate invoices, these invoices will be placed on the Billing Review tab. Filter the screen as necessary to view the invoices you want to print, then check the checkbox in front of each invoice you want to print and click the Print Selected button. You will be presented with the print options screen (see below) to print the selected invoices.
  3. Print Invoices and Statements: Go to File > Print Invoices & Statements and select the Invoices tab. There you will find the same invoices as on the Billing Review tab. Filter the screen as necessary to view the invoices you want to print, then check the checkbox in front of each invoice you want to print and click the Print Selected button. You will be presented with the print options screen (see below) to print the selected invoices.

Print Options

When you click the Save and Print button in Detail Billing, the Print Selected button on the Billing Review screen or the Print Invoices and Statements screen you will be presented with the following screen on which you can select one or more destinations to print the selected invoices to.

  • Output to printer: Choose the printer on which you want to print the selected invoices to paper. You can also choose to print labels and letters addressed to the same client/contact to which the invoice is addressed.
  • FileCabinet CS (must have FileCabinet CS installed on this computer): Choose the cabinet file to which you would like to "print" the invoice. You can also choose to print the invoice to a folder for the current year, current period, or the date of the invoice. If you choose to Create a link to the FileCabinet CS document, a link will be create that gives you direct access to the invoice image without opening FileCabinet CS and navigating to the invoice. When you create a link, the link icon Link will appear on the invoice record in the Billing Review screen and on Print Invoices and Statements. Click on the icon to open the invoice image stored in FileCabinet CS.
  • GofileRoom (must have GoFileRoom installed on this computer): Choose the format you want the invoice image to be stored in from these four choices: Adobe Acrobat (*.pdf), Rich Text Format (*.rtf), Text File (*.txt), or Microsoft Excel (*.xls). You may also create a link to the invoice file stored in GoFileRoom (see description of link under FileCabinet CS).
  • File: Choose the format you want the image to be stored in from these six choices: Adobe Acrobat (*.pdf), Rich Text Format (*.rtf), Text File (*.txt), Microsoft Excel (*.xls), HTML (*.html), or Tagged Image File Format (*.tiff). You may also create link to the file containing the Invoice image (see description of link under FileCabinet CS).
  • Email: Sends an email message to designated persons at the client with the invoice as an attachment in one of the following six formats: Adobe Acrobat (*.pdf), Rich Text Format (*.rt), Text File (*.text), Microsoft Excel (*.ls), HTML (*.ht ml), or Tagged Image File Format (*.Tiff). The email message will be sent to the primary email on the client contact plus any additional email addresses entered in the Additional Email addresses field on the Billing and A/R tab in client setup. You may also choose to save the email messages to your drafts folder so they can be reviewed before they are sent.
  • NetClient CS (must be licensed for NetClient CS): Sends the invoice to the client's NetClient CS portal. The client will receive an email message advising them that an invoice has been uploaded to their portal. If you have online credit card processing enabled, the client can pay the invoice with a credit card from the portal.

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Internal notes


The following sentence was at the very bottom of the topic and links to an expired(?) case:

"For additional information about sending, paying, and retrieving payments from NetClient CS see K59024777."