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billing my clients

Level 1

I have finished several returns but have had to manually prepare bills because the invoice feature in Pro-Series is so **bleep** complicated.  I understand there is a User Guide 17 which may help but I can't seem to find it anywhere in the documentation.  Can anyone help?

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3 Replies 3
Lucy Brill
Level 1


What issue are you having I have only made one but was able to do so pretty easy. 


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Level 15

Sounds like you are using ProSeries rather than ProConnect Tax Online, which doesn't have a billing function, only a basic word processing function to generate one-time PDF invoice.

If you are using ProSeries and need help, please consider re-posting this and make sure that you tag it to the correct tax product to catch the attention of other ProSeries users.

Still an AllStar
Level 1

I finally just gave up and manually billed my clients.  Waited over an hour on the phone for the non-existent customer service.  I don't have time for nonsense.

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