Topic results Billing History

CCH Practice Management
Viewing the practice's full billing history
The document provides a comprehensive guide on using the Billing History window in a practice management system. It outlines how to access the window, view and sort posted invoices, generate reports, and preview invoices. Users can group invoices by various criteria, such as partner or date posted. Additionally, it details how to publish or email bills and highlights specific fields that track publication and emailing activities. The guide emphasizes the flexibility of customizing the invoice display and includes options for analyzing reports with external software.
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CCH Practice Management
Viewing a partner's billing history
The document provides guidance on using the Billing History by Partner window in CCH Practice Management to view, sort, and report on invoices for specific partners. Users can access it through the Billing tab and have options for previewing and printing invoices using Microsoft Word. It also explains how to group invoices by various fields, such as date and publisher, and details where to find related billing functionalities within CCH Central. Additionally, users can refresh the invoice list and manage grouping options for better organization.
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