Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Billing

Detail billing by time and expenses

From the
Time & Expense
 tab of the
Detail Billing
 screen you can bill WIP entries either at the time and expense entry level, or summarized by 1 or more components. Right-click in the time and expense entry grid to do the following:
  • Select or deselect all entries.
  • Edit or delete entries.
  • Add adjustment entries and progress entries.
  • Relieve progress bills.
  • Unbill entries.
  • Smart Bill or Standard Bill selected entries.
  • Allocate adjustments to different staff.
  • Print the time and expense entry grid.
Follow these steps to detail bill your clients by time and expenses.
  1. Select
    Actions
    , then
    Billing
    .
  2. Mark the checkboxes for the clients or client engagements you want to bill, then select
    Detail Bill Selected
    .
  3. Select the
    Time & Expense
     tab.

Billing summarized entries

  1. If you want to summarize the entries by any of the components in the entry grid, use the
    Summarize By
     checkboxes. You can summarize WIP by client, engagement, project, staff, activity, type, or date, or any combination of these.
  2. Enter an amount in the
    Billed
     field for a summarized row to indicate how much you want to bill all of the entries represented by the summarized row. The application distributes this amount proportionately to all entries represented by the row based on their amounts. If you select Expandto expand the summarized rows and enter bill amounts at the individual entry level, the amount in the
    Billed
     field for the summary row is the sum of all of the individual entries.
  3. When finished entering the bill amounts, select
    Save
     save the invoice, or
    Save and Print
     to save the invoice and print it.

Billing at the entry level

When the time and expenses grid isn't summarized, it displays the client, engagement, staff, activity, type (time or expense), date, hours (for time) or units (for expenses), rate, WIP amount, and a
Note
 field for each time and expense entry.
  1. For each entry, enter an amount in the
    Billed
     field. The application will complete the
    Adjusted
     field automatically.
  2. When finished entering the bill amounts, select
    Save
     to save the invoice, or
    Save and Print
     to save the invoice and print it.

Entering amounts in the Totals section

Another way to bill is to enter an amount in the Totals section. The Totals section displays the total amount of all entries displayed in the grid. When you enter an amount in the Totals
Billed
 field, the amount is distributed proportionately among all entries (except for progress bill entries) based on their amounts.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

Related content