CCH Practice Management
Transaction Types - Billing and Debtors
The document outlines various transaction types used in billing and debtor management, specifically within the Debtor Enquiry screen and Clients' Bills Tab. It provides a detailed classification of transaction types, including Client Bill (INV), Credit Note (CrN), Request for Payment (RFP), and others related to adjustments and tax. The document also emphasizes the importance of managing the display settings when adjusting views. This information assists users in effectively tracking and categorizing financial transactions.