Topic results Billing Finalisation And Documentation

CCH Practice Management
VAT Invoices to Print
This document outlines the process for generating VAT invoices after a payment is made against a Request for Payment (RFP). It provides step-by-step instructions for producing VAT invoices within the software, including selecting the appropriate tabs and creating new invoices. Additionally, it discusses how to address potential discrepancies when a client has changed addresses, detailing rules for determining which address to use based on client configuration. A configuration key is provided to adjust address usage for new VAT invoices, ensuring accurate billing information.
More information
CCH Practice Management
Printing a Bill
This document outlines procedures for printing bills using CCH Practice Management. It details steps for printing both posted and unposted bills, including accessing bills from the Billing Main page or Client records. Users can preview bills in Microsoft Word before printing, and can mark bills as printed to remove them from the list. Automation features for email delivery of bills are mentioned, alongside notes on invoice number allocation. The guide facilitates efficient billing management for users by providing clear instructions and options for handling various types of bills.
More information
CCH Practice Management
Previewing or printing an adjustment note
This document explains how to preview or print an adjustment note after making changes to a bill in the Debtors Ledger. It emphasizes the ability to view and print adjustment notes and provides links to additional resources related to adjustments, including printing instructions and procedures for making debtor adjustments. For detailed guidance, it directs users to the "Adjustments to Print" section in the Bookkeeping manual.
More information