Carry forward last year's billing information and amounts in ProFile

In ProFile, a preparer has set up the pricing and type of invoice in ProFile but still has to reconfigure a client's billing when carrying forward last year's files.

The billing form resides within the client file, but it obtains its information from the Options > Pricing... menu. If a file is created before billing is configured, then the file will have no billing information. The file will continue to have no billing information until altered in the billing form.

Important: Billing and pricing must be configured before the files are created or carried forward.

Resolution

1. Select Pricing... from the Options dropdown menu in the top toolbar.

2. Go to the tab for the previous year's files.

3. Review the previous year's pricing and billing information.
4. Navigate to the current year tab.
5. Select Carry Forward.

6. Select Yes to confirm the carry-forward.

The pricing and billing information will display in the current year.

Add a new billing amount for the current year

1. Go to the current year's tab.
2. Enter the new billing amount.

3. Select OK.
4. The window closes and the new billing amount is saved.