startOrder Processing and Invoicing: what to expect
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Order Processing and Invoicing: what to expect

Onboarding
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Order Processing

    Clarification on our invoicing processes.

    Type of OrderInvoicing Process
    First time orderYou will receive an invoice covering the agreed initial term of your contract (usually 12 months). The invoice value should match your order form and you will be invoiced when your software has been delivered unless otherwise agreed as part of your order. In an effort to consolidate all software licenses onto one annual contract, if your software has been delivered in stages then your subsequent billing periods will be pro-rated to align with the contract dates on the first invoice.
    Upgrade/additional licencesWhen you upgrade your product from one version to another or increase the user counts of an existing product we will cancel the existing product and issue a pro-rata credit. Then you will receive an invoice covering the go forward value for the remainder of the contract period. This does mean your invoice value won't necessarily match the order form however the applied annual value will be the same.
    Service OrderInvoices for services are one-off charges, invoices are issued once the service has been delivered unless otherwise agreed as part of the order.
    Additional productsShould you purchase a new product, wherever possible this will be added to your existing contract and you will be invoiced for the pro-rata period between software delivery and the end if the current contract period. Please note this means your invoice value may not match your order form which is quoted as an annual value.
    RenewalsSoftware licences are renewed annually and an invoice will be issued on or around your renewal date.

    Direct Debit Collection Process

    • Direct Debit is our preferred payment method
    • Payments are collected on or around the 28th of each month
    • Direct Debit schedules are issued by the middle of the month for customers with new invoices
    • Unless there is a change to your contract, your Direct Debit collection will remain the same for the period of your current contract
    • If you are signed up for e-billing , your Direct Debit schedule will be emailed to your preferred e-billing address.

    Related documents

    Release Schedule 2026
    The document provides information about joining groups for updates on Wolters Kluwer software releases, particularly in the Tax and Accounting sector. It details scheduled releases for various software, including CCH Central, CCH OneClick, and CCH iFirm, along with specific dates and software functionalities. Key upcoming versions include CCH Central 2026.3 and several CCH iFirm releases throughout Q3/Q4 of 2026, focusing on enhancements and bug fixes across their suite of services. Users are encouraged to provide feedback through the relevant groups.
    Northern User Group (NUG) Officers
    The document outlines the key positions within the Northern User Group, including roles such as Chair Person, Secretary, and various sub-group chairs (CCH Accounting, CCH Trust Accounts, and CCH Central). It provides contact information for the Group Chairman, Stephen Leonard, including his email and phone number for inquiries.
    How to Join the Northern User Group (NUG)
    The CCH Northern User Group offers a 2025 subscription for £445, allowing unlimited delegate attendance at meetings. Founded in 1985, the group has undergone several name changes but remains independent of CCH. It now consists of various product sub-groups related to tax, accounting, and practice management. Members find the membership benefits exceed costs compared to traditional seminars. Potential members are encouraged to contact the Group Chairman for inquiries or to apply. Members can also engage in discussions and updates through a Support Portal group.
    Scottish User Group (SCUG) Meetings
    The Scottish User Group (ScUG) fosters collaboration among Wolters Kluwer customers, providing a platform for firms to share knowledge and best practices. Established in 2001, it currently includes about 50 members from 26 firms across Scotland. Meetings, held biannually, feature product updates from Wolters Kluwer and discussions on pertinent topics like tax legislation and operational efficiency. Members are encouraged to participate actively and suggest agenda topics. The next meeting is scheduled for March 19, 2026, at the Apex Dunblane Hydro Hotel. Interested individuals can contact Anne Melville for membership details.
    How to Join the Scottish User Group (SCUG)
    The Scottish User Group (SUG) offers Wolters Kluwer customers a platform for networking, learning, and influence. Members gain direct access to experts, share best practices, engage in topical discussions, and can customize their participation. The group fosters a supportive peer network focused on practical applications rather than sales. New members are welcome, and interested firms can contact the Secretary, Anne Melville, for more information. Additionally, members can join the SUG group on the Support Portal for updates and interactions within the community.