Printing a Final Invoice

Invoices must be final printed before they can be posted. When you print a final invoice, the invoice status changes to final, whether you select a print destination or not.

After you print the final invoice, the invoice is archived. You can reprint invoices that have been archived. See Reprinting Final Invoices for more information.

To print a final invoice, do the following:

  1. Open the Invoices list.

    Note: You can also access invoices from the ClosedClients or Projects list.

    1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
    2. Click either the Clients or Projects tab.
    3. Click  next to a client or project to display the invoices for that client or project.
  2. Do one of the following:
    • Print a single invoice. Click Actions > Print > Print final next to the invoice you want to print.
    • Batch print invoices. Select the check boxes next to the invoices you want to print, and then click Batch Actions > Print final.

      • Note: Batch invoice actions can only be performed on the Invoices tab.

  3. Enter a date for the invoice, if needed.
  4. Select the Closeddestination options for the invoice.
    5. Component Description
    Email a PDF copy The “From” email address will be the email address configured in firm setup. Enter the email addresses for the client separated by a semi-colon (;). See Setting Billing Options for the Firm for more information.
    Print a paper copy Select this option to print to a printer you have previously configured for use with your computer.
    Send a PDF copy to Document

    This option is available if Document is licensed and the option is selected on the client's Practice > Billing Options > Invoice and Statement Address section. See Setting Up Client Billing Options for more information. See Setting Up Invoice Mapping Options for for information on setting up mapping.
    Print a copy for all email recipients Select this option if you are required to retain a printed version of the invoice for each email recipient.

    Notes:

    • If you do not select a destination option, the invoice status will still change to Final. This can be useful if you have a $0.00 invoice or if an invoice was created and sent from CCH Axcess Tax, but you need to record it in Practice.
    • The system retains the options you enter here for the next time you access this window.
  5. Click OK.
  6. Complete the print settings for your printer, and click Print. If you selected to email the invoice, the email is sent.
  7. If you selected to send the invoice to Document, complete the following steps:
    1. Log in to review the information on the Add Files window.
    2. Select the invoice or invoices in the grid at the bottom of the window.
    3. Select the storage information and file properties.
    4. Click Apply to selected.
    5. Repeat the above steps for any remaining invoices in the grid.
    6. Click Upload Selected Files for Document.