Basic Steps

Here are the basic steps for using Practice:

1. Capture or enter transactions in Time Capture.
2. Release the transactions for review or posting. If reviews are required by your firm, have the designated staff members review the entries.
3. Post the transactions.
4. Select clients to bill in Billing & Invoicing and create an invoice.
5. Change the status of an invoice by selecting Actions > Change status on the Invoices list.
6. Select to print either a draft invoice or a final invoice on the Invoices list.
7. Post the invoice.
8. Create an Accounts Receivable transaction after the client has submitted payment.

All steps in the cycle are reversible. Status can be reversed and corrections made after any stage of the cycle, including after finalizing an invoice.