CCH Practice Management
Selecting the billing address and adding other details when billing
The document outlines the process for creating and editing a draft bill within a billing system. It specifies that the default address for the bill is that stored in the client record but allows for changes through the Billing Address options. Additional details like bill date, invoice number, and tax type can also be updated. It includes instructions on how to add internal notes for clarity without appearing on the client’s invoice. The document emphasizes the flexibility in modifying billing details and guides users on navigating the system for efficient bill processing.