Practice Manager only
The Bill Paragraphs window is used to copy billing paragraphs from existing bills (see The Bill Paragraphs window).
Open the Bill Paragraphs window. See The Bill Paragraphs window.
Click one of following buttons:
If accessing the Bill Paragraph window from the Bills tab on the client page, click either:
This Client to copy from a bill previously posted for the client you are currently billing. The Posted Bills window opens displaying all previous bills for the selected client.
Other Client to copy from a bill previously posted for a client other than the one you are currently billing. The Find Clients window opens.
Alternatively, if you are using MYOB AE, if accessing the Bill Paragraphs window from the Bills tab on the Assignment Details page, click either:
This Assignment to copy from a bill previously posted for the assignment you are currently billing. The Posted Bills window opens displaying all previous bills for the selected assignment.
Other Assignment to copy from a bill previously posted for an assignment other than the one you are currently billing. The Find Assignments window opens. The Posted Bills window lists the posted bills, showing the bill date and number, the write off and billed amount. Click a bill entry to display the paragraphs contained in it.
Browse to any bill previously raised on the system and copy the text straight to the current draft bill.
Click the bill that you want to copy content from in the Posted Bills window. All billing paragraphs contained in the selected bill are listed in the Print Line Text column.
From the list of available paragraphs, click the one you want to add to the current draft bill and drag it to the Bill Paragraphs window. To select more than one paragraph at a time, press [Ctrl] while you make your selection.
Release your mouse button in the main area of the page. The selected paragraph is added as a new paragraph at the end of the current draft bill. Any paragraphs already added are unaffected. If you want to copy one or more paragraphs to an existing print line in the draft bill, press [Shift] when you drag and drop the paragraph(s) onto the line you want to add them to (the relevant paragraph will have its border highlighted as the mouse moves over it.) The paragraphs are added to the print line.
To recreate the content of a previous bill in the current draft, delete any current paragraphs in the draft bill, then [Ctrl] + click to select all the paragraphs in the Print Line Text column and drag them to the Bill Paragraphs window.
If you need to make any amendments to the copied text, select the print line and edit it in the edit area. If you cannot see the edit area, right-click and select Show Detail.
Enter the required information in the Amount and Tax fields.
Only the text content of the paragraphs is added, not the values from the Amount or Tax fields. Once you have copied the paragraphs you still need to enter the bill and tax amounts.
You can reorder billing paragraphs using Move Up and Move Down on the Bill Paragraphs window.