This article will walk you through how to view the billing guide in Unity® Practice Management.

Viewing the Billing Guide

1. Click the View Summary button on the top right corner. Once expanded, you will see the following:
   • Office Ledgers
   • Client Ledgers
   • Deposit Ledgers
   • Whip Balance
   • Credit Limit
2. To access the Billing Guide, click the Billing Guide button. This will show you a new page where you’ll see a menu that allows you to select additional information you would like the report to reflect, including:
   • Disbursements
   • Attendance Summary
   • Client Notes
   • Precedent HS and J codes 
3. To generate a report, click the Report button. In the top-left corner, you’ll see the client and case information. On the far-right side, you’ll find the financial summary. You will then see the following information:
   • Total Recorded Time
   • Total Billed
   • Total Written Off, and
   • WIP Balance