Do not allow £0 bills to be sent to clients
It should not be possible to send out £0 bills (write offs) to clients or at the very least there should be a setting that can be ticked to disallow this.
Currently you have to rely on Accountants changing the method at stage 3 to Post and not email to prevent them being sent out but the Accountants don't actually send the bills so they don't pay much attention and can't be trusted to do this! There's also a big risk of human error here and on a number of occasions £0 bills have been sent out and we've had some very upset clients.
On a side note, this is possible in IRIS Practice Engine and all other software's that we've investigated so we don't understand why it's not possible with CCH
3
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Hayley Martin
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