Using the Billing Wizard

Last modified 08:04, 24 Apr 2017

Overview

CCH Practice Management has a Billing Wizard which guides you through all the stages in the billing process quickly and easily. This wizard will always be your starting point when you need to bill a client. 

The Billing Process

As the Billing Wizard is designed to quickly and easily guide you through all the required steps in the billing process you can simply follow the prompts to create a bill. However, if you prefer, you can just use the wizard to create a draft bill, or to reach a certain stage in the billing process, and then save the draft bill and complete the process at another time. All bills created with the Billing Wizard are listed in the Bills tab for the client, and can therefore be opened and worked on at any time outside of the wizard in the usual way.Explains what the feature is, what its benefits are to the user or customer, when to use it , how to access it.

When you have analysed a client's WIP and are ready to create a bill for them, the first step is to generate a new draft bill. Once you have done this you can define the contents of the invoice and the amounts to be billed.

Starting the Billing Wizard

To access the Billing Wizard, in the Task Bar clicking the wizard option, Billing Wizard button. This option is only available when you are in a Client or an Assignment page. The page you choose to generate the draft bill from will depend on whether you are billing for one of the client's assignments (in which case you would select the Billing Wizard option when the client's Assignment page is displayed), or you want to be able to bill against multiple assignments (in which case you would choose the Billing Wizard option when the Client page is displayed).

NOTE

Whichever page you create a draft bill from, the draft will be listed in both Bills tabs for the client. The main difference is that when you create the bill from the Assignment page, you will only see the WIP recorded against the selected assignment in the billing windows, whereas from the Client page you will see all WIP recorded against the client. If you only enter bill amounts against one assignment while in the wizard, this is taken as an assignment level bill and the draft will be placed in the Bills tab of the relevant Assignment page, not in the Client page.

The stages in the Billing Wizard are outlined in the diagram below.

Billing Wizard Workflow.png

NOTE

If you cancel the Billing Wizard at any stage the draft bill will not be created. If you click Finish at any stage the Billing Main page will be opened and draft bill will be displayed in the relevant Client or Assignment page. You can then complete the billing at any time by double–clicking on it in the Bills tab and going through the usual billing process.
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