1. Sending Bills
Follow this procedure to print or generate the outstanding bills for your office:
Run Bills
Select bills or ebs from the "Personal Billing" section of the "Billing Functions" window in Partner's windows. You can also type bills or ebs at a command prompt.
Press [F1 -- Make Changes]
When you first run bills or ebs, you will see the settings that were used the last time you ran the program. Press F1 to make changes.
Update the "End" Date
Change the "End" date so it indicates today's date. Otherwise, your bills will not take into account the most recent charges and payments. The start date will indicate how far back you wish to display detail about the account's balance. Anything prior to that date will appear on the bill as a "Previous Balance."
Optional: Add Other Bill Criteria
If you wish, use the other fields on the screen to limit what bills will be generated. See the section below, Your Office's Billing Cycle, for more details.
Press [F1 -- Save Changes]
Press [F2 -- Prepare Bills]
Partner will gather charge and payment information and prepare the bills. This may take a while, as Partner must review the balances for all outstanding accounts.
Optional: Review Results
When you are returned to the billing screen, you will see a "Messages" section on the bottom telling you how many bills are in the batch waiting to be generated:
If you wish, press [F7 -- Show BillList] to review what families are waiting in this current batch of bills. Read the section below entitled Review Accounts With Bills for more information.
If you leave the bills program to work on those accounts, remember to press [F1 -- Make Changes], save, and press [F2 -- Prepare Bills] to re-prepare the bills when you return. Repeating those steps ensures that any changes you made to account balances are reflected in the bills you generate. If you don't re-prepare, you will print the same batch of bills you originally prepared.
Press [F3 -- Print Bills]
When you are ready to generate your bills, press [F3 -- Print Bills]. If you are running ebs for electronic bills, press [F3 -- Submit Bills].
Function Keys in bills and ebs
- [F1 -- Make Changes]
Press [F1] to change items on the main bills screen. You should always change the end date.
- [F2 -- Prepare Bills]
Press [F2] to prepare a batch of bills based on the screen criteria.
- [F3 -- Print Bills/Submit Bills]
Press [F3] to print or send your bills electronically, depending on the program you are running. This function is only available once you ahve prepared a batch of bills.
- [F5 -- Print One Bill]
Press [F5] to print a single bill for a single account.
- [F6 -- Edit Bill Msg]
Press [F6] to review or change your batch billing messages. See below for more information.
- [F7 -- Show BillList]
Press [F7] to display a list of everyone currently prepared to receive a bill. See Review Accounts With Bills for more information.
- [F8 -- Discard Changes]
While making changes to the bill criteria, press [F8] to discard your changes and return to the main bills screen.