Invoicing
Generate and manage client invoices quickly and accurately from recorded time and fees.
Last update: CCH iFirm Time and Fees
Invoicing
Jobs & Billing enables your firm to generate invoices for jobs at any time.
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Create a draft invoice
How to create a draft invoice
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Create draft invoices in bulk
Draft invoices can be created in bulk in either the Jobs to Invoice page or the Work in Progress Centre.
CCH iFirm Time and Fees
Edit draft invoice
How to edit a draft invoice
CCH iFirm Time and Fees
Review and finalise invoices
How to Review and finalise invoices
CCH iFirm Time and Fees
Print and send invoices
How to Print and Send Invoices
CCH iFirm Time and Fees
View invoicing history
You can view the Invoice History panel within a number of areas in Jobs & Billing to see the key milestones of an invoice, along with the date and time it happened, and who did it. This enables you to identify the status of an invoice and who is responsible for it. The information will accumulate in the panel, so even if you unfinalize an invoice and then finalize it again, each individual action will be shown.
CCH iFirm Time and Fees
Sending invoice reminders
Invoice reminders allow you to send an e-mail to your clients when their invoice payment is past due. You can determine the frequency of reminders and the number of days after which a past due reminder should be sent..
CCH iFirm Time and Fees
Delete an invoice
How to delete an invoice
CCH iFirm Time and Fees
Manage agreed fees in invoices
How to manage agreed fees in Invoices
CCH iFirm Time and Fees
Add invoice comments
You can use the Invoice Comments section of the Draft Invoice page to view and record information about an invoice.
CCH iFirm Time and Fees
Use interim or progress invoice text
How to use interim or progress invoice text
CCH iFirm Time and Fees
Use invoice text
When you add invoice text items, they can then be used with specific job types, group lines, simple lines and WIP lines on invoices. The use of text items removes the need to type descriptions manually when customizing an invoice. You can also add text to use with interim/progress invoices.
CCH iFirm Time and Fees
Subtract previous invoices
When you change the layout of a draft invoice, you can choose an alternate layout mode that shows a WIP line with the total WIP on the job to date, less any previous invoices created for the job. In other words, you can see all the WIP items that are unallocated to the job on the invoice, in addition to all previously invoiced WIP items for the job. Then the previously invoiced amounts are subtracted from the amount due.
CCH iFirm Time and Fees
Add a credit note
Partial or simple line credit notes do not reverse the WIP transactions, but they write the credit against the client’s receivables directly, lowering the whole amount due.
CCH iFirm Time and Fees
Add information to invoice
Adding a WIP line enables you to invoice a job's WIP items, such as timesheets, disbursements and adjustments (WIP transfer, write-ups, and so on). You can add as many WIP lines as required for your client.
CCH iFirm Time and Fees
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.