Setting Your Billing User Options

Use the billing user options to specify what information to include in the invoice emails you send out. You cannot change the invoice email at the time it is sent.

Note: The best practice for distributing invoices to clients is to publish them to CCH Axcess Portal, rather than sending the invoices through email. To publish files to Portal, you must also license CCH Axcess Document. Invoices can be final printed to Document, and then automatically published to Portal from there. See Setting Up Invoice Printing to Document for more information.

To set your billing user options, do the following:

1. On the Dashboard, click User Options.
2. Click Practice > Billing on the navigation panel.
3. Click Invoice subject and body.
4. Enter your email information.

   Note: Words that display in blue and are surrounded by brackets are keywords, which will be customized for each invoice at the time the email is sent.

   Component	Description
   Subject	Enter the subject of the email. To include a keyword in the subject, select it from the list to the right of the subject field.
   Body	Enter text in the Body of the email. You can select to insert one or more pre-defined paragraphs or keywords from the drop-down lists.
   Insert ePay Link	If you license the ePay feature, you can click this button to insert a direct link from the invoice email to the ePay interface where your clients can make their payments.
   Spell Check	Click this option to verify all words have been spelled correctly.

5. Click OK.
6. Click OK again.