Managing bills

Practice Manager only

Managing bills involves:

• (AE) Authorising and posting bills

• (AO) Posting a draft bill

• Using the Draft Bills page

• Editing and unlocking draft bills

• Working with Estimate to Complete fees

• Creating and removing billing groups/grouping clients for billing

• Entering credit notes for clients

• Printing bills

• Emailing bills

• Running prebilling reports for clients

• Bulk invoicing

• Viewing bills.