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Auto billing provides a way of recording invoices onto a clients account at fixed intervals automatically. For example, every month, 3 months, year and more.
Initially the automatic invoicing details will need to be setup on the client account Click here for the help topic for setting up auto billing on clients.
To show on the Fees Ledger they will need to be posted using the make
posting screen. These are then posted into a batch on the Fees Ledger.
Invoices are posted with a VAT element which will increase the VAT liability for the practice. How VAT is treated (cash accounting or on normal invoices) will depend upon your practice type.
VAT rates can be used to discount invoices by using a contingent discount. For example, to discount an invoice by 10%.
An invoice can be posted to multiple VAT rates if required. For example, £1000 at 17.5% and £50 at 0% (if you wish to include disbursements on the invoice).
The Fees Ledger keeps a nominal breakdown for each posting. This can
be used to track movements and totals of postings within the ledger.
Click on the item below to view nominal movements by practice type:
Nominal postings for normal invoices
Nominal postings for low turnover businesses that produce invoices
Nominal postings for businesses that post proforma's