CCH Practice Management
Using the Billing Wizard
The document provides a detailed overview of the CCH Practice Management Billing Wizard, a tool designed to streamline the billing process. It guides users through generating and managing client bills, allowing the creation of draft bills and final invoices. Key functionalities include defining invoice contents, billing for multiple assignments, and adding covering letters with customizable options. The Billing Wizard can be accessed from various client record screens, and users can easily navigate through different stages of the billing process. Importantly, if canceled, drafts will not be saved, emphasizing the need to complete the billing steps.