​The video below shows how to create a progress bill in CCH Axcess™ Practice without billing for time and expenses.



There are three ways to create progress bills in Practice:

• Without billing for time and expenses. See the procedure below for instructions on using this method.
• While creating a detail bill that includes time and expenses. See How do I generate invoices in CCH Axcess Practice? for instructions.
• While printing a CCH Axcess™ Tax return. See How do I create a progress bill from CCH Axcess™ Tax?

To create a progress bill without billing for time and expenses, do the following:

1. In Dashboard, click Application Links on the navigation panel.
2. Click Bill WIP under Billing & Invoicing.
3. Select one of the following tabs, depending on how you would like to bill.
   • Clients. Use this tab to create invoices for individual clients. By default, the list includes all clients who have WIP and for whom you are listed as the client responsible staff.
   • Client Billing Groups. Use this tab to create invoices for billing groups. By default, the list includes all billing groups for whom WIP has been recorded and for whom you are listed as the client responsible staff.
   • Projects. This tab is only available if your firm licenses CCH Axcess™ Workstream. Use this tab to create invoices for projects. By default, the list includes completed projects for which you have an assigned role. 
4. Locate the client, billing group, or project for which you want to create a progress bill. Some tools available to help you locate the correct entry include:
   • Search. Enter the client ID or client name in the Search and bill box in the upper right corner.
   • Tab filters. Click the filter button at the top of the tab to change the filters used to select which items display on the tab.
   • List filters. Use the filters at the top of each column to narrow the list of items even further.
5. Select Actions > Progress bill next to the client, billing group, or project for which you are creating a progress bill. If the client is part of a client billing group, you also must choose whether to charge the progress bill to the principal client or to the selected client.
6. Enter the progress bill amount.
7. Click Create.
8. Edit the progress bill as you would any other invoice.
   • Note: When you create a progress bill for a project, the client address in the project profile is used on the progress bill. If there is not an address in the project profile, the address in the client profile is used.
9. Do any of the following as needed to complete the progress bill:
   • Click Save > Save and Close to save the progress bill.
   • Click Print > Edit to print the progress bill as a draft invoice.
   • Click Print > Final if the progress bill is ready to be sent to the client.
   • Click Post to post the final progress bill.

Note: For instructions on how to record a progress bill payment, see How do I record a retainer payment in CCH Axcess Practice?