Viewing the practice's full billing history

Last modified 08:04, 24 Apr 2017

Overview

Use the Full Billing History window to view a summary of all the practice's posted invoices. The default sort for the list is by invoice number. The Billing History page is accessed by selecting Billing > Billing history from the main menu.

The Billing History window

Using the Billing History window, you can:

  • report on the selected invoice using the Report option on the Task Bar

  • preview an invoice using the Preview option on the Task Bar

  • sort by columns

  • analyse the report with Microsoft Excel

  • output the report to another file format.

The Billing History window contains a Preview option on the Task Bar that you can click to view the bill using Microsoft Word. From within Microsoft Word, you can select the menu command File > Print or click the Print button on the toolbar. Printed invoices can be viewed and reprinted from the Bills tab of the relevant Client or Assignment page in the Full Billing History area if required. If you click a blue client name in the list the Bills tab for that client will be displayed. You can refresh the list by clicking the Refresh option on the Task Bar.

Group Invoices

You can also change how the invoices are listed in the page by dragging one or more of the available column headings into the grey Group area on the page. This will group the items in the list by the heading(s) you have selected. For example, you may want to view the invoices by partner or date posted rather than by billed amount. Use the mouse to drag the required group heading to the Group area on the page and the invoices will be reset to reflect your chosen option. You can add another group heading either before or after those already selected to further group the items. To view all items just remove all the grouping options from the Group area.

You can also click the column headings to sort by that row.

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