Client Billing
The CPA solution includes comprehensive functionality that is related to Client Billing.
This functionality is exposed through a dedicated workspace within the solution, also located conveniently within the Client Management menu.
- Related Topics:
- Client Billing Workspace
The Client Billing workspace is designed around the “Bill To” Client. - Bill Progress
You can perform a progress bill (referred to as an “invoice on account” in the CPA solution), and/or perform a WIP bill (that is, final bill). - Bill Presentation
The CPA solution also supports a number of options for the presentation of a bill; you can set all of these to default from the client record in the system.
Parent Topic: Client Management