Bill Paid is a workflow step available when creating a Practice Management workflow in Standard or Workflow Designer. Bill Paid is a Pass/Fail automated activity which checks if a bill is paid or not.
Details
The Bill Paid step checks to see if the bill is marked as paid. It has a Pass or Fail outcome:
- If the bill is marked as having been fully paid, the workflow will route to the Pass outcome (for example to the end of the workflow).
- If the bill is NOT marked as having been fully paid, the workflow will route to the Fail outcome (for example to a step to chase the client).
Related documents
CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
Release Notes for CCH Practice Management 2026.3
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