Two different buttons lead to billing. If you want to bill a single case, you would use the Billing Button at the top of the Contract Screen.
If you want to bill a batch of cases, you would first click on Report from the A/R PRO or P/N PRO Find a Funeral Screen.
Then you would use the screen that appears to identify the batch,
and then click on Billing. This brings up the same screen that appears when you select billing from the Contract Screen.
Several predefined Billing Formats are provided. Use the Type of Bill Field to select one.
Memorandums print the transactions from the Original Contract while Statement include the Additional Charges and Credits. We suggest you begin by printing out each of the predefined formats to see which you like best. As you do so, you will see that selecting a Type of Bill fills in the various fields in the Billing Screen.
After you have identifed a format (or formats) that you will use, you may change the fields and Save them or use Save As to give your own name to the modified format.
With the format selected, click on Print to bring up the Printer Dialog.
Set the Destination to Printer or Preview, set the number of copies, and click OK. If you need to adjust your printer properties such as the paper tray, use Setup.