Relieve a progress bill

You can create a manual progress bill in the
Summary
tab of
Detail Billing
by selecting
Progress
and entering the amounts. Entering a progress bill creates a negative WIP carryover in Practice CS. When you later return to
Detail Billing
, you can identify a transaction as a progress bill by noting that the WIP amount is negative.
The method you select to relieve a progress bill depends on whether or not you need to match it against the accumulated WIP.

Relieve a progress bill against accumulated WIP

There are several ways you can relieve open progress bills in Practice CS once you've entered the WIP transactions the progress billings will be applied to.
  • In the
    Time and Expense
    tab of
    Detail Billing
    , you can Smart Bill for a 0 bill amount. Enter the net 0 +/- amounts manually, or enter a 0 bill amount in the
    Billed
    field under the Totals section if you're netting everything to 0.
  • You can relieve a progress bill on the
    Summary
    tab in
    Detail Billing
    by entering the amount you want to final bill in the
    Total
    field in the
    Billed
    column.
  • In the
    Billing
    screen, you can use Standard Bill Selected or Zero Bill Selected to automatically close out the progress bill amounts. You can also use the Quick Bill method.

Relieve a progress bill when no WIP will be entered

If you've previously created a progress bill for the client, but no WIP has been entered, you can close out the progress bill without entering any WIP.
  • To relieve a progress bill in Practice CS when there are no time or expense transactions, follow these steps.
    1. Select
      Actions
      , then
      Billing
      .
    2. Select the client whose progress bill you want to relieve, then
      Detail Bill Selected
      .
    3. Select the
      Time and Expense
      tab and note the progress bill with the negative WIP amount.
  • In the
    Time and Expense
    tab of
    Detail Billing
    , enter
    0
    in the Billed column of the existing progress bill line. The application will enter the adjustment; enter 0 bill amount in the
    Billed
    field in the Totals section.
  • You can relieve a progress bill on the
    Summary
    tab in Detail Billing by entering
    0
    in the
    Total
    field in the
    Billed
    column.
  • In the
    Billing
    screen, you can use
    Standard Bill Selected
    or
    Zero Bill Selected
    to automatically close out the progress bill amounts.

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