If your firm licenses both CCH Axcess™ Tax and CCH Axcess™ Practice, you can create progress bills from within Tax using the procedure below
         *Note:
                 You must have billing permissions for a client or client billing group to create an invoice for that client or                      client billing group.

To create a progress bill from a tax return, do the following:

1. Open a current year tax return.
2. Click Send Invoice on the Manage tab.
3. Enter the invoice amount to apply to the client as a progress bill  if  no one has entered an amount in the return under Return options>Invoice options>Tax Preparation Fee and/or Computer Charge- override.
4. Make adjustments to the other options as needed. These options include:
   • Invoice template. Select an invoice template from the list.
   • Invoice number. To use another number for the invoice, enter any unused invoice number. Alphabetic characters are allowed in the invoice number.
   • Invoice review note. If needed, modify the note for the progress bill.
5. Click OK.

You can view the progress invoice by selecting Invoices from Billing & Invoicing in Application links.