Creating a draft bill

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Overview

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 and amounts to be billed through the subsequent billing windows.

Ways to create a draft bill

Draft bills are created from the Billing Wizard option on the Task Bar. This option is only available when you are in the Client page or the Assignment page for the client you want to bill. 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.

Create a draft bill

  1. Open either the Client page or the Assignment page for the client you want to bill.

  2. Click the Billing Wizard option in the Task Bar.
    The  will appear.

  3. In the Billing Wizard – Stage One window, select the Request check box if required.

    The Request field is used by (mainly UK) practices to modify tax accounting on an invoice basis by issuing a ‘Request for Payment’. This is generally used for slow paying clients.

  4. Click the Tax Type list and select the required rate if you want to amend the default tax rate to be applied to the billed amount.

NOTE

This field allows you to override the overall tax status of the invoice. For example, whether an invoice is tax free or taxable at a particular (usually standard) rate.
  1. Select the invoice template you want to apply to the bill from the Style field.

    Select a different fee template if required from the predefined styles in the list. The templates available in this drop-down list are Microsoft Word templates stored in a network directory. CCH Practice Management comes with a number of default templates. In addition practice specific templates may be available. These are configured for use by the system administrator via Maintenance > System > Document Styles...

NOTE

This Style field will only be available if you have the required security rights. See your system administrator about your security level.
  1. If you do not want to accept the default invoice number (which will be allocated when an invoice is POSTED), overwrite it by typing a different number in the Invoice Number field.

  2. The invoice date will default to today's date. If you want to amend this, click in the Invoice Date field and then select a new date from the calendar.
    Use the scroll arrows at the top to move between months. 
    The new date will be entered in the Invoice Date field.

  3. Click Next to continue to Step Two of the wizard, OR click Finish to close the Billing Wizard and save the draft bill.
    If you click Finish the Billing Main page will be opened for the bill. The draft bill will be listed and accessible from the client's Bills tab if you want to complete the billing at a later date.
    If you click Next the Stage Two wizard window will display.

     

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