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Viewing existing bills for clients

Practice Manager only

Bills that have been raised and posted for a client or assignment (AE)/job (AO) are listed in the Full Billing History section of the Bills tab. From here you can run a Draft Internal Bill Report of the selected bill and view the bill in Microsoft Word.

To view an existing posted client bill
  1. Open the Client page or Assignment Details page (AE) for the client or assignment/job against whom/which the bill was posted.

    In MYOB AE, to view a bill created at the client level, open the Client page. To view a bill raised at the assignment level, do this through the Client page or Assignment Details page.

  2. Click the Bills tab.

  3. In the Full Billing History section, select the bill you want to view.

  4. Click the preview icon,

    . The icon is located at the bottom right-hand side of the window. Microsoft Word opens displaying the bill.

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