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Billing

Bill client families

Use client families to associate multiple clients that are billed to a single client. The client that gets billed and to whom the resulting accounts receivable is booked is called the parent client.
The clients whose work is billed to the parent client are called the subsidiary clients. You can bill all or selected members of a client family and keep the historical information for the WIP for each individual client.
Follow these steps to bill the members of a client family on a single invoice.
  1. Select
    Actions
    , then
    Billing
    .
  2. On the
    Bill Clients
     tab, select to show the
    Filter
     field.
  3. In the
    Filter
     field, select
    Bill to Parent Client ID
    .
  4. In the
    Method
     field, select
    is
    , and enter the
    Parent Client ID
     in the last field.
  5. Mark the checkboxes for the parent and subsidiary clients you want to include on the invoice.
  6. Select
    Detail Bill Selected
    .
    On the
    Time and Expense
     tab you'll find all the WIP for both the parent and subsidiary clients. You can mark the
    Summarize by: Client
     checkbox to group the WIP by client.
  7. Bill the client and save the invoice.

This article applies to:

  • Product: Practice CS
  • Subject: Billing