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13778: Simplified Bill


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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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