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To view the draft bills for a specific client
  1. Open the relevant client. The Client page opens.
  2. Access the Bills tab on the Client page. The draft bills for the select client are displayed on the left hand side of the page.
  3. Double-click a draft bill to open it in the Billing Main page.

If you want to view a copy of the bill without making any changes, right-click a draft bill and select View. You will see the bill in the Billing Main page, but not be able to save any changes.

To view all the draft bills for the practice
  1. Click AO-GS-Button-Billing.png. The Draft Bills page opens.
  2. Click Search with no search criteria entered to list all draft bills.

    You can enter search criteria before clicking Search to refine the listed bills.

 
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