Billing Rates in the software

[ldreyna]

The billing rates I charge per form are not calculating in the invoice. I checked the options tab and everything is correct. Can anybody suggest what I am doing wrong?

Larry

:scratch_head:

[JRS]

Open up the options menu on billing and look over all the boxes you have checked. I have only had one problem a couple of years ago and it was due to missing a box that should have been checked. My billing, (in the return) works out fine. I get the charge per form listed on the invoice after each form and the total above.

[Virtual Managed Solutions]

Sometimes if you delete the Invoice from the return, save return, close return, open back up and then add a new Invoice sheet the information flows over. Not sure why that is, but sometimes all it needs is a refresher to get it going.

[BulldogTom]

Every year I go in and modify the master billing form with the check boxes that I always want checked. You do have to replace the billing form in every return that you have rolled over prior to customizing the master. I have gotten into the habit of rolling my practice return as soon as I get the software and modfying the billing sheet so it comes through on every new return.

Follow Kyles post on how to replace the invoice, it should work.

Tom

Lodi, cA