Edit general billing settings

Video: Edit the billing settings

Settings - Practice Management

There are two stages to setting up billing in Practice Management; (1) the billing entity settings and (2) these general (global) settings that apply to all billing entities setup in CCH iFirm.

  1. Click Settings > Practice Management.
  2. Click General Settings.
  3. Click the Billing tab.
  4. Select the Include invoice layout option for subtracting previous invoices check box, if required.
  5. This enables you to use an alternate layout mode in invoices that shows a WIP line with the total WIP on the job to date, less any previous invoices created for the job.
  6. For more information visit the Subtract previous invoices page.
  7. Select the Use interim/progress text on job types check box, if required.
  8. This enables you to apply special text when creating interim or progress invoices to send to clients.
  9. For more information visit the Use interim/progress text for invoices page.
  10. Select your preferred option for assigning Agreed Fees additional amount on an invoice.
  11. You can choose Invoice in Advance (default setting) or Write-On.
  12. Read below (Assign additional invoice amounts) for more information.
  13. Select the check box to include disbursements in agreed fees.
  14. Set your default Invoice/Statement Delivery method.
  15. You can choose By Email or Post.
  16. This is used in Practice Management, where you can filter invoices on the Finalized Invoices tab and then print or email the invoices in bulk.
  17. You can edit this general setting for individual clients in their contact record.
  18. Click Save.

Assign additional invoice amounts

When a WIP line is added on an invoice where an agreed or minimum fee is applied, if the calculation requires an amount to be added to reach the agreed or minimum fee, that amount can be assigned to either an invoice in advance or a write-on.

For example, a job is added to a draft invoice and a minimum fee is applied. CCH iFirm automatically adds an additional amount to make the WIP line reach the minimum fee. The additional amount is assigned to the field that is determined by the agreed fee setting, either Invoice In Advance or Write-on.

Invoice in Advance

This is the default setting. The amount is added to the Invoice in Advance field on an invoice. This action leaves a credit on the invoice that can be used for adding additional time or disbursements to the job. This option is suitable if you usually create invoices at the beginning or during jobs.

Write-on

The amount is added to the Write-on field in an invoice. This option is suitable if you tend to do your invoicing after jobs are completed.

See Also:

Add and edit billing entities

Subtract previous invoices

Use interim invoice text