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Access Practice Management – Create an invoice schedule

Use an invoice schedule in Access Practice Management to spread an estimated fee across multiple scheduled invoices instead of billing the full amount at once

Please watch the instructional video below:

Create an invoice schedule when creating a job

Follow these steps to set up an invoice schedule during job creation.

1. Create a new job

  1. Create a new job

  2. Enter an Estimated fee

  3. Complete all mandatory fields

2. Add the invoicing schedule

  1. In the Invoicing schedule section of the New Job window, enter the required schedule details

  2. Select Save

The invoice schedule is now created and linked to the job.

Create an invoice schedule after a job is created

If you did not set up a schedule during job creation, you can add one later.

1. Create the schedule

  1. Open the job

  2. On the right‑hand side, select the drop‑down arrow

  3. Select Create invoice schedule

Each scheduled invoice will now appear under Invoices.

Update invoice dates

1. Change the schedule

  1. Select Change invoice dates

  2. Adjust the dates as required

  3. Save your changes

Invoice a scheduled entry

1. Edit the invoice entry

  1. In the Invoice entries window, select the drop‑down arrow next to the entry

  2. Select Edit

2. Enter the invoice amount

  1. Enter the Invoice amount

  2. Select Save

The invoice status will update to Ready, allowing you to preview and process the invoice.

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