![]() ![]() Select a different font for the invoice.Select a different template for the invoice.Enter an invoice title and invoice review notes.Change the client address to be printed on the invoice. ![]() Edit the content and formatting of the invoice as needed.Update the amount in the Sales Tax column to enter the sales tax override amount.Select the check boxes for the WIP items for which you want to override sales tax.See How do I create a progress bill in CCH Axcess Practice? and How do I create a progress bill from CCH Axcess™ Tax? for more information. Note: You can also bill progress independent of WIP or when printing a CCH Axcess™ Tax return.Enter a progress bill amount in the Create box. Note: You must select WIP amounts to bill for before you can apply progress.The amount available for application to WIP displays in the Available column in the Progress box. Enter an amount in the Apply box to apply all or some of the available progress amount to this invoice. Apply previously paid progress against the invoice balance.Click Apply to save your changes and return to the WIP grid.Verify and, if needed, adjust the billing amounts.In the list, select the check boxes for the WIP items that you want to bill for.Select work in progress (WIP) to bill for.Enter a new date in the Override bill through date field. Make any of the following billing decisions as needed:.Select Actions > Bill next to the client, billing group, or project for which you are creating an invoice.Use the filters at the top of each column to narrow the list of items even further. Click the filter button at the top of the tab to change the filters used to select which items display on the tab. Enter the client ID or client name in the Search and bill box in the upper right corner. Some tools available to help you locate the correct entry include: Locate the client, billing group, or project for which you want to create an invoice.By default, the list includes completed projects for which you have an assigned role. This option is only available if your firm licenses CCH Axcess™ Workstream. Use this tab to create invoices for projects. By default, the list includes all billing groups that have WIP and for whom you are the client responsible staff. ![]() Use this tab to create invoices for billing groups.
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