bills program generates personal bills for your accounts quickly and efficiently. It has many configurable options and can be run in several different ways. From within the
bills program you can also add a customized billing message to your bills and review the list of bills waiting to be generated.
Getting Started: Prepare and Generate Bills
For a quick overview of how to prepare and generate bills, read the QuickStart: Send Personal Bills help article.
Electronic Bills vs. Paper Bills
If you print your bills on paper and mail them in-house, you run the
bills program. If you have Partner send your personal bills out electronically, printed and mailed by a third party, you use the ebills (
ebs) program. Both of these programs work the same way. PCC encourages all clients to consider electronic personal billing. When printing, packaging, and mailing costs are considered, many practices discover that electronic billing saves both time and money while producing bills of a more professional quality.
What Sized Envelope Should I Use?: If you are printing bills on to paper, you can use #10 envelopes. The window placement will align with the default paper bill so the addressee is visible when you fold and place the bill in the envelope.
Generate One Bill
In addition to the “batch” bill printing, you can also generate a single bill for any family:
Run the Bills Program
Press F5 – Print One Bill.
Find the Family that Needs a Bill
Enter a Date Range for the Bill
Press F1 – Print Bills to Print the Bill
Review and Work with Prepared Bills Before You Send Them
After you prepare personal bills for accounts, you can use an interactive screen to work on the list of accounts that will receive bills.
When you are ready to prepare, review, and submit personal bills, run either the Print Personal Bill (
bills) or Submit Electronic Bills (
ebills) programs. After you select bill run options and press F2 – Prepare Bills to prepare your bills, press F4 – Work w/ Accounts.
The Bills program will display the “Work with Accounts” screen. You can review the list of accounts that will receive a bill, see their account balance by age, and use interactive tools to work with the accounts.
Select an account and use the function keys at the bottom of the screen to learn more about the account or perform various billing-related actions.
F1 – Back
billsscreen. From there you can re-prepare bills and send or print them.
F2 – Edit Account
fame) to review account history or make demographic changes.
F3 – Correct Mistakes
oops) to review and edit charges on the account.
F4 – Post Payments
pam) to post personal payments or adjustments for the account.
F5 – Preview Bill
Previewing a bill will not count as generating the bill for the account. Even if you print or save the preview on your screen, Partner will still prepare a bill for the account when you re-prepare your bills.
F6 – Hold Bill
Your practice can customize the default Hold Bill Till date in the Personal Bill section of the Configuration Editor (
ced) to make the process faster.
F7 – Form Letters
First, Partner will ask you if you wish to generate a form letter for one account or all accounts. Then it will offer you your Practice’s list of custom form letters.
F8 – Sort By Total/Sort By Account
Your practice could sort by total in order to review and contact accounts with a total above a certain threshold before sending a bill, for example.
When you finish reviewing the accounts that will receive a bill and make any changes, press F12 or F1 to return to the first screen of the
bills program. Since you may have made changes, payments, or held bills for accounts, you must now press F2 – Prepare Bills to re-prepare your bills.
This Looks Familiar...: Your office may be familiar with the Personal Money Tracking Assistant (
persview) program, which works in a very similar way to the Work With Accounts screen. Your office can use
persview to review and work with any account that has an outstanding balance. The
persview program includes a criteria screen that lets you filter which accounts you will work with. The Bills program, on the other hand, shows you all accounts in the bill run that you just prepared.
Review a List of Accounts that Will Be Billed
After preparing your bills, you might press F7 – Bill List to review the list of every account about to get a bill. This report, which can be sent to the screen or a printer, lists accounts grouped by billing category.
billlist successfully, you must consider when you are running it. If you run
billlist before you prepare your bills, the list will be empty (or based on the last time bills were prepared). If you print
billlist, make changes to the accounts, and then re-prepare your bills, the list you printed will be out of date. Finally, if you wait until after you print bills, your list will be blank because no accounts will need bills. For these reasons, you should follow this procedure:
Run the bills Program
Set Billing Criteria
Press F1 – Make Changes and update the “End” date as described in the
F2 – Prepare Bills
There will be a pause as Partner prepares the bills.
Press F7 – Bill List to Review the Accounts
You will be asked if you want the list sent to your screen or to the printer.
Once you have the list, you can exit the
bills program and make changes to various accounts or write off faulty balances. Remember to repeat the steps above to re-prepare your bills when you return.
Press F3 – Print Bills.
Here is a sample