Set up content billing

Settings - Practice KnowHow

When you enable content billing, you can set a default charge amount and a default description for invoices. These can be used as a defaults if you define settings for an item of content.

1. Click Settings > Practice KnowHow > General Settings.
2. Click Content Billing.
3. Select the Enable content billing check box.
4. Enter a charge amount - the default is $0.00.
5. Enter text for invoice description.

The Practice KnowHow content disbursement code will NOT show in the Disbursement Codes in the Practice Manager settings, and is NOT available in the disbursement code selectors when you go to the Add Disbursement pages in a job or via the Practice Manager menu. However, it will be displayed in the Disbursements Analysis report and on the Disbursement page of Practice Manager.

Practice KnowHow - Add and Edit Content

When you define billing settings for an item of content, you can set a default charge amount and default text for invoices.

1. Click Practice KnowHow > [Content].
2. Search for or navigate to the content you want to enable billing for.
3. Click the Edit button .
4. In the Content Billing group, select the Define settings for this content check box to display the billing settings.
   • By default, the description and invoice amount are set from the content billing settings.
5. Optionally, you can customise the invoice amount and description:
   • Select Use a specific charge amount, then enter the custom amount.
   • Select Use custom description on the invoice, then enter the custom description text.