Knowledge Base

13778: Simplified Bill

Options Setup

Can I send my clients a simple, one-page bill?

Offices that prefer to send clients a simple, one-page bill can make that selection beginning in Drake15. This option is available for all packages. The Summary Bill can be customized at Setup > Communications Editor. In the Client Communications Editor click Open, select a package, and select Summary Bill (All Packages).

The Summary Bill can be selected globally on the Setup > Options > Billing tab. It lists only the total tax return preparation fee, bank product fees, and any adjustments or payments made to the bill.

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