startTransaction Types - Billing and Debtors
How To

Transaction Types - Billing and Debtors

CCH Practice Management
Last update: Reading time 1 minutes
Debtor ManagementTransaction TypesBillingBilling Analysis And Reporting
    Transaction types used in billing and debtors.

    Transaction Types

    Debtors

    Within the Debtor Enquiry screen, you will see a coulmn headed Transaction Type. By default this column is automatically included within the grid but can be removed if required. The Transaction Type column is available in the all three views (Adjustments, Receipts and Ledger).

    The Transactions Types are classified as follows:

    Trans Type Description
    INV Client Bill
    CrN Credit Note
    RFP Request for Payment
    CrNRFP Credit Note - Request for Payment
    REC Sales Receipt
    WTAX Witholding Tax
    ADJ Adjustment
    DIS Discount
    B/Debt Bad Debt
    PROV Provision

    Bills Tab

    A column is present on the Clients’ Bills Tab (within the client record) called Transaction Type. By default, this column is available within the field chooser and can be added to the grid if required.


    The Transactions Types are classified as follows:

    Trans Type Description
    INV Client Bill
    CrN Credit Note
    RFP Request for Payment
    CrNRFP Credit Note - Request for Payment
    W/O Write Off

    Note: When any changes are made via the field chooser in the Billing enquiry, the screen should then be closed prior to changing the view to receipts, adjustments or selecting show zero.

    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
    CCH Practice Management: enhanced - billing training online (10133815)
    This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
    CCH Practice Management: essentials training online (10133814)
    This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
    Software and database installation (10091331)
    This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.