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client billing from prior year

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client billing from prior year

taxmom Katie

Is there a way to carryover client billing from previous year and have it flag if there is a past due amount  when we open their file

It would be nice to catch anyone who did not pay last year before we move forward with this year.

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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6 Comments
dkh
Level 15

Yes, through Intuits QuickBooks program..... 😊

I think the only way is to set up a customized view in prior year software to see which clients don't have "Received Payment from Client" checked in Client Status worksheet

IRonMaN
Level 15

"Yes, through Intuits QuickBooks program"

I think you meant Sage 😜

dkh
Level 15

laugh with hand.png    

taxmom Katie
Level 1

I am asking for ProSeries software.  QB does it just fine, but I don't see an option in ProSeries - it only carries over the amount billed, but doesn't show if it is paid.

IRonMaN
Level 15

ProSeries is not an accounting program.  You might be able to create a bill from the software, but the software isn't going track whether or not it is paid.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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