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Billing

Use quick bill

You can use Quick Bill when you want to quickly bill clients or engagements at a summary level.
  1. Select
    Actions
    , then select
    Billing
    .
  2. Mark the checkboxes for the clients or engagements you want to bill.
  3. Select
    Quick Bill Selected
    .
  4. In the
    Generate using invoice date
     field, select the date you want to use as the invoice date.
  5. You can enter an amount in either the
    Billed
     or the
    Adjusted
     field, and the application will complete the other field for you.
    If the bill amount is less than the time or expense amount and the
    Adjusted
     field is 0.00, the remaining amount will appear in the
    Carryover
     field. This remaining amount will be available the next time you bill the client. The Carryover can't be less than 0.
  6. If you need to bill individual WIP items, select expand to view and work with the WIP detail for the selected client engagement.
  7. When you're finished entering the billing amounts, select
    Generate Invoices
    .
  • If the clients you've quick billed are part of a client family, Practice CS will generate a single invoice for the parent client.
  • After you generate the invoice, the invoice displays on the
    Review
     tab.

This article applies to:

  • Product: Practice CS
  • Subject: Billing