Practice CS - Invoice Custom Export

Step 1: Preparing for Export

Before exporting from Practice CS, please ensure the following:

• Practice CS is up to date. Find the latest version here: cs.thomsonreuters.com (may require IT help to install).

Step 2: Import Custom Format

1. Download our custom export format which you can find at the bottom of this article. There are 2 options that you may use. Please use this information to populate Firm360s invoice template.
2. Click File > Import > Custom Formats
3. Click the ellipsis (three dots) to browse to where the reports are saved.
4. Pick the location, the reports, and click Import Selected. 

Step 3: Run Reports

1. Go to File > Print Reports
2. Select either of the Firm360 custom file that you selected.
3. Adjust the Layout tab if needed
4. Click Print Selected and choose Output to file > Microsoft Excel.

Watch Demo how to populate our template: Invoice & Payment Credit Import Guide for Firm360
 

• Firm360 - InvoiceJournalwithPaidOpenAmount.cfx9 KB
• Firm360 - Billing-UnpaidInvoices.cfx10 KB
• Firm360 - Invoice Import Templatev3.xlsx10 KB