Create standard bill paragraphs

Managers Partners  Billers

The Billing paragraphs page allows Standard Bill Paragraphs to be created and maintained for use in the billing wizard and on the billing details of the job. You can create a new billing paragraph or edit/delete existing paragraphs from the Actions menu.

Create a new billing paragraph

1. Navigate to theBill Paras page and select Add .

2. Link the new bill paragraph to a Service and give it a Title. This will be displayed when selecting the paragraph in the billing wizard and on the job..

3. Click the Use Dates checkbox if you want to include a date placeholder. This is optional. When used, the date placeholder is replaced with the entered date on the Bill Paragraphs dialog within the billing wizard.

4. Enter a description into the dialog. Rich text formatting can be applied to the text.

5. Select OK to save.

For example, a Standard Paragraph might be set up as:

Title: Management Accounts Monthly

Description: Preparation of monthly management accounts from the records supplied for the period to Date.

This will display in the wizard as: Preparation of monthly management accounts from the records supplied for the period to 31 May 2020.