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PS Help: Practice Manager
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Practice Manager
Tax
Client Accounting
Document Manager
Other Products
Release Notes & Install Guides
Title:
Creating bills for clients using the Billing Wizard
Author:
Suchi Govindarajan
Dec 19, 2017
Last Changed by:
MartinW
May 02, 2018
Tiny Link:
(useful for email)
https://help.myob.com/wiki/x/LjCEAQ
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PS Help: Practice Manager (28)
Page:
Reversing bills
Page:
Posting a draft bill
Page:
Stage Five—Submit, authorise and post the bill (AE)/ Confirm and post the bill (AO)
Page:
Viewing standing orders and draft bills
Page:
Working with Estimate to Complete fees
Page:
Using miscellaneous charges in billing
Page:
Deleting draft bills
Page:
Viewing partners’ billing history
Page:
Viewing existing bills for clients
Page:
Charging interest on overdue accounts
Page:
Bills tab
Page:
Automatic Estimate fees
Page:
Viewing bills ready to print
Page:
Selecting billing addresses and editing other information
Page:
The Bill Paragraphs window
Page:
Entering credit notes for clients
Page:
Viewing your practice’s full billing history
Page:
Credit notes
Page:
Entering miscellaneous charges
Page:
Adding schedules to assignments—other* modes
Page:
Allocating amounts in bills using the Bill Amounts window
Page:
Authorising and posting bills
Page:
Viewing draft bills for a client
Page:
Using estimates in billing
Page:
Posting project based authorisation timesheets
Page:
Modifying a bill
Page:
Billing
Page:
Viewing draft bills for the practice
Hierarchy
Parent Page
Page:
Billing
Children (6)
Page:
Opening the Billing Wizard
Page:
Stage One—Create a draft bill
Page:
Stage Two—Add bill amounts
Page:
Stage Three—Create billing paragraphs
Page:
Stage Four—Set billing address
Page:
Stage Five—Submit, authorise and post the bill (AE)/ Confirm and post the bill (AO)
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Recent Changes
Time
Editor
May 02, 2018 12:04
MartinW
View Changes
May 01, 2018 17:44
MartinW
View Changes
May 01, 2018 17:43
MartinW
View Changes
May 01, 2018 17:40
MartinW
View Changes
Dec 19, 2017 06:28
Suchi Govindarajan
View Page History
Outgoing Links
PS Help: Practice Manager (6)
Page:
Stage Two—Add bill amounts
Page:
Stage One—Create a draft bill
Page:
Opening the Billing Wizard
Page:
Stage Three—Create billing paragraphs
Page:
Stage Four—Set billing address
Page:
Billing
Overview
Content Tools
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