Creating bills for clients using the Billing Wizard

Practice Manager only

There is a Billing Wizard to guide 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.

If you prefer, you can 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 it at a later time. All bills created with the Billing Wizard are listed on the client’s Bills tab and can therefore be opened and worked on at any time outside the wizard in the usual way.

When you have analysed a client’s WIP and are ready to create a bill for them, generate a new draft bill. Then define the contents of the bill and the amounts to be billed.

There are five stages in creating bills for clients:

• Opening the Billing Wizard

• Stage One—Create a draft bill

• Stage Two—Add bill amounts

• Stage Three—Create billing paragraphs

• Stage Four—Set billing address

• Stage Five—Submit, authorise and post the bill (AE)/ Confirm and post the bill (AO).