Generate Personal Bills

Use the Bills program in Practice Management to generate personal bills.

Generate Bills

Follow this procedure to print or generate your practice’s outstanding personal bills.

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.

Review and Edit Criteria

When you first run bills or ebs, you will see the settings that were used the last time you ran the program.

Press F1Make Changes to updated your criteria for the current bill run.

Update the Start and End Date for Balance Details

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. Read the Use Cycle Billing to Generate Some Bills article for more details.

Save Criteria Changes

After you make criteria changes, press F1Save Changes.

Prepare Bills

Next, press F2Prepare 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.

Work With Accounts That Will Get a Bill

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:

Press F7Show BillList to review a list of accounts waiting in this current batch of bills. Read the section below for more information.

Press F4Work w/ Accounts to visit an interactive screen to work with those 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.

Re-Prepare Bills: If you leave the main bills screen to work on accounts, you should press F2Prepare Bills to re-prepare the bills when you return. That will ensure that any changes you made to account balances are reflected in the bills you generate. If you don’t re-prepare, you will generate the same batch of bills you originally prepared.

Generate Bills

When you are ready to generate your bills, press F3Print/Submit Bills.

Special Features of the Bills Program

The 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.

Customize the Messages that Appear on a Personal Bill

Your practice can customize what general messages and family-specific messages will appear on your bills. Read Customize the Messages on Personal Bills to learn how.

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 F5Print One Bill.

Find the Family that Needs a Bill

Enter a Date Range for the Bill

Press F1Print 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 F2Prepare Bills to prepare your bills, press F4Work 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

Press F1 or F12 to return to the main bills screen. From there you can re-prepare bills and send or print them.

F2 – Edit Account

Select an account and press F2 to run the Family Editor (fame) to review account history or make demographic changes.

F3 – Correct Mistakes

Select an account and press F3 to run Correct Mistakes (oops) to review and edit charges on the account.

F4 – Post Payments

Select an account and press F4 to run Post Payments (pam) to post personal payments or adjustments for the account.

F5 – Preview Bill

Select an account and press F5 to preview the bill that Partner will generate when you print or submit your prepared bills. The bill’s text will appear on the screen, including all information and the billing message that will appear.

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

Select an account and press F6 to review basic account information and enter a “Hold Bill Till” date. When you re-prepare your bills, Partner will see the new “Hold Bill Till” date and omit that account.

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

Press F6 to generate one or more form letters for the selected account or all accounts on the list.

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

Press F8 to sort the list of accounts by total or by account last name.

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 F2Prepare 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 F7Bill 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.

To use 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 F1Make Changes and update the “End” date as described in the bills procedure.


F2 – Prepare Bills

There will be a pause as Partner prepares the bills.

Press F7Bill 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 F3Print Bills.

Here is a sample billlist report:

Review a Log of Bills

You can review a log of all bill submissions. Read Review the Bill Log to learn more.

  • Last modified: November 10, 2022