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Common questions about fiduciary client invoices

by Intuit• Updated 6 months ago

Below are solutions to frequently asked questions about creating, customizing, suppressing and transferring the Client Invoice in the Fiduciary of Lacerte.

Customizing a Lacerte Client Invoice for a Single Form

What program options transfer from the prior year software?

How do I create a new client invoice and assign it to a specific client?

From the Settings menu, select Client Invoice.
Click Add in the bottom left of the window.
Select Yes or No to the Copy 'Default Invoice Setup' Invoice to a New Invoice? message.
Enter an Invoice Name and click OK.
Enter the Amounts and select the appropriate options for the invoice.
Click Close.
Select Yes to the Save changes? message.
Go to Screen 3.1, Invoice, Letter, Filing Instr.
Locate the Client Invoice section.
Choose the Invoice schedule number (-1=suppress invoice)[O] from the dropdown list.

How do I select and print a new invoice I created?

Go to Screen 3.1, Invoice, Letter, Filing Instr.
Locate the Client Invoice section.
Choose the Invoice schedule number (-1=suppress invoice)[O] from the dropdown list.

How do I suppress the client invoice for clients in Lacerte?

Go to Screen 3.1, Invoice, Letter, Filing Instr.
Locate the Client Invoice section.
Choose -1=Suppress Invoice from the dropdown list for Invoice schedule number (-1=suppress invoice)[O].

There isn't a way to suppress the client invoice for all clients. You can only suppress the client invoice for each return individually.

Lacerte Tax

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