Topic results Draft Bills

CCH Practice Management
Viewing a Draft Bill
This document provides instructions on how to view draft bills created for clients. Draft bills can be accessed from three main areas: the Draft Bills page, the Client record's Bills tab, and the Assignment page's Bills tab. Users can view details such as creation date, authorization status, and employee responsible. Additionally, those with authorization responsibilities can access a Bills Approval window to manage pending bills. The document outlines step-by-step procedures for viewing draft bills at both the practice and client/assignment levels, including actions to take once a draft bill is accessed.
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CCH Practice Management
Deleting Draft Bills
The document provides instructions for managing draft bills within a client billing system. It details how to view draft bills from various sections, including the Draft Bills page and specific client or assignment records. Users can delete draft bills up until posting, and can also perform bulk deletions. Guidance is provided for locating draft bills and removing them from the system, along with information about the billing status and author details involved. Users cannot delete bills with statuses other than Draft, ensuring proper management of the billing workflow.
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CCH Practice Management
Creating a draft bill
This document provides a step-by-step guide on creating a draft bill using the Billing Wizard in CCH Practice Management software. It explains how to select a client, review invoice details, enter billing amounts, choose an invoice template, and submit the bill for review. It highlights the importance of user security rights for template selection and notes that users can opt to finish the wizard at any stage, saving the bill as a draft if needed.
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