CCH Axcess Practice - Invoice Template Workshop

This hands-on Workshop focuses on saving time during the billing process by automatically applying predetermined invoice templates. You may take advantage of default invoice templates, create your own custom invoice templates, or implement a library of invoice paragraphs that can be used anytime during the billing process. This workshop will discuss the benefits of each option and assist you with setup to ensure success.

Type: Single client training
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Data migration/conversion complete (if applicable)
Field of study: Business Management & Organization
Program/course level: Basic

Objectives

• Understand the components of the Invoice and Statement Content Manager.
• Design headers and footers for invoices and statements.
• Create a library of invoice paragraphs.
• Identify the benefits of using default and custom Invoice templates.
• Use invoice statuses to streamline your on-screen billing processes.