Topic results Bulk Bill

CCH Practice Management
Bulk Billing
The document outlines the functionality of the Bulk Billing Wizard in CCH Practice Management, which enables users to create bulk and repeat bills for multiple clients in a streamlined manner. It details the necessary permissions, steps for using the wizard, and the options available for customizing bills including frequency, amount, and templates. Additionally, it explains how created bills appear in the Bills to Approve section and the process for deleting draft bills and associated repeat bills. Users need specific task permissions to access the bulk billing features.
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CCH Practice Management
Bulk Bill Extra Fields
The document introduces a new Bulk Billing Extra Fields wizard for practices to simplify client billing. To access it, certain conditions must be met, including configuring a specific key value and user permissions. The process involves selecting clients, choosing billing details, validating entries, and generating bills. It also includes steps for bulk printing or emailing invoices post-creation. Users can customize billing options based on client settings and specific assignment templates. The wizard aims to streamline and improve the efficiency of bulk billing in practice management.
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