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Billing

Bill clients without work in progress (WIP)

Normally, to bill a client, you must have entered some work-in-process (WIP). However, there may be circumstances when you need to print an invoice and record accounts receivable when no WIP has been entered. To bill a client that doesn't have WIP, you can either create a progress bill or an adjustment entry.
Use a progress bill to bill your client before any work has been performed. Practice CS records this progress billing as a negative WIP entry. It's used to track the amount you billed against any future work that will be entered. Once all the work-in-process has been entered, you then close out the progress bill to allocate it to the accumulated WIP.
Use an adjustment entry to bill your client when no work-in-process has been entered and none will be entered for the work being billed. It creates a positive WIP adjustment for the full amount of the bill, which results in a 0 WIP carryover.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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