The Billing Notes & Instructions field can be used for billing or collections information and can be searched by the Conflict of Interest Check. This information can optionally be included on the following reports by selecting the corresponding Billing Notes and Instructions check box:

Draft Statements
Detail Work-In-Process Report
Summary Work-In-Process Report
Detail Accounts Receivable Report
Summary Accounts Receivable Report
Detail Collections Report

A maximum of 10,500 characters is allowed in this field for each client.

Blank lines can be entered to separate paragraphs of text by simply pressing the Enter key. By default, Insert Mode is on.

Date/Time/User ID: The F5 key can be used to insert the current date, time, and User ID. For example, pressing F5 will insert the following at the insertion point:
      11/03/2026 02:41pm JOHN

Formatting: Text in this field can be formatted to include bold, italic, and underline attributes. These formatting attributes can be cleared by selecting the Clear Attributes option from the shortcut menu. The case of the selected text can be reversed by selecting the Reverse Case option from the shortcut menu. Text can easily be zoomed between 100% and 500% by pressing the Ctrl key while scrolling up or down with your mouse.

Text Macros: This field allows the use of text macros. Various text macro options can be accessed via the shortcut menu.

Spell Check: The button (or Alt+C) can be used to spell check billing notes and instructions. Spell checking is performed as you type if the Automatic spell check as you type check box on the Spell Check Options window is selected. However, new billing notes and instructions are not automatically spell checked when they are saved.

Find: Right-clicking and selecting the Find menu option (or Ctrl+F) can be used to open a Find dialog allowing you to search for specified text in the field. Ctrl+G can be used to find subsequent occurrences of the previously specified text.

Statement Note: When generating draft statements, Billing Notes & Instructions will only be included when there is current fee, cost, or payment activity.

Note: To import information into billing notes and instructions or export information, use the standard Windows Cut, Copy and Paste functions in conjunction with the Windows clipboard.

See also:   Shortcut Menus
  Selecting Text
  Changing the Default Font