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Billing

Billing methods

You can bill clients a few different ways in Practice CS. The following are your options for creating invoices and the pros and cons of each method.

Zero Bill

This option creates a $0 invoice that includes all WIP.
  • When to use it
    • To write off all WIP for a client.
    • To reconcile progress bills against unbilled WIP. For more information, see Relieving a progress bill.
  • How to do it
    1. Select
      Actions
       then
      Billing
      .
    2. Mark the checkboxes for the clients you want to bill.
    3. Select
      Zero Bill Selected
      .
    4. Select
      Yes
      .
    5. The invoice is saved and you can print it.
  • Pros
    • It's fast. You can bill multiple clients quickly.
  • Cons
    • It requires WIP from time and expenses.
    • You can't choose WIP items or progress bills. All available WIP and progress bills will be on the invoice.
    • You can't edit the invoice before creating it. You can edit the invoice after it's saved.

Standard Bill

This creates an invoice with all available WIP and the invoice amount will match the
WIP Amt
 you see before you bill.
  • When to use it
    • To bill all WIP using the billed amount already calculated by Practice CS.
  • How to do it
    1. Select
      Actions
       then
      Billing
      .
    2. Mark the checkbox for the clients you want to bill.
    3. Select
      Standard Bill Selected
      .
    4. Select
      Yes
      .
    5. The invoice is now saved and you can print it.
  • Pros
    • It's fast. You can bill multiple clients quickly.
  • Cons
    • It requires WIP from time and expenses.
    • You can't choose WIP items or progress bills. All available WIP and progress bills will be on the invoice.
    • You can't edit the invoice before creating it. You can edit the invoice after it is saved.

Quick Bill

This creates an invoice with all available WIP and lets you choose the invoice amount.
  • When to use it
    • To bill all WIP and adjust the billed amounts.
  • How to do it
    See Using Quick Bill.
  • Pros
    • It's fast. You can bill multiple clients on 1 screen.
    • You can make adjustments to the total billed amount or to the billed number of individual WIP items.
  • Cons
    • It needs WIP from time and expenses.
    • You can't choose WIP items to include on the invoice.
    • You can't edit anything other than the billed amount and invoice date when creating the invoice. You can edit the invoice after it is saved.

Detail Bill

This lets you create a completely customized invoice.
  • When to use it
    • To individually select WIP items to bill.
    • To make adjustments to billed amounts and carryovers.
    • To edit the text and layout of the invoice.
    • To see the details of WIP items while you bill.
  • How to do it
    See Detail billing overview.
  • Pros
    • You have flexibility and control. You can adjust and customize almost every aspect of the invoice.
    • You can access links, custom fields, biller's notes, and WIP history while billing.
    • Doesn't require WIP from time and expenses.
  • Cons
    • You can't bill multiple clients at once.
    • It takes time and effort to create an invoice.

Recurring Bill

This creates an invoice for a client with preset amounts.
  • When to use it
    • Bill a client for the same amount repeatedly. You can use this to send a regular monthly, quarterly, or annual bill.
  • How to do it
    See Recurring bills.
  • Pros
    • It's fast. After you set up the presets for one or more clients, you can create invoices for multiple clients at once.
  • Cons
    • It requires initial setup.
    • You can't edit the invoice or make adjustments before creating it. You can edit the invoice after it is saved.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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