Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Billing

Partial billing

Use partial billing when you want to bill a portion of a WIP transaction and transfer over the remainder to bill later.
When you bill a WIP transaction in the
Detail Billing
 screen, the application assumes you want to final bill the item and write up or write down the difference between the WIP amount and the amount that was billed. Practice CS automatically calculates the adjusting amount and enters it in the
Adjusted
 column and leaves the carryover at 0. However, if you want to transfer over the difference, you can replace the adjustment amount with 0, and Practice CS will then calculate the carryover amount, which is the portion of the WIP amount that was not billed.
Follow these steps to partially bill a single item, a selected set of WIP items, and all available items.

Partial bill a single WIP item

  1. Select
    Actions
    , then
    Billing
    .
  2. Select the client or engagement you want to bill.
  3. Select
    Detail Bill Selected
    .
  4. Select the
    Time & Expense
     tab.
  5. For the item you want to partial bill, enter the amount you want to bill in the
    Billed
     column. The application will calculate the difference from the WIP amount and enter it in the
    Adjusted
     column.
  6. Replace the
    Adjusted
     amount with
    0.00
    . The application will change the sign of the adjustment amount and enter it in the
    Carryover
     column.

Partial bill multiple WIP items for a single amount

  1. Select
    Actions
    , then
    Billing
    .
  2. Select the client or engagement you want to bill.
  3. Select
    Detail Bill Selected
    .
  4. Select the
    Time & Expense
     tab.
  5. Mark the checkbox for each item you want to partial bill.
  6. Right-click and select
    Smart Bill Selected
    .
  7. Enter the amount you want to bill the selected WIP in the
    Billed
     field. The application will calculate the difference from the selected WIP amount and enter it in the
    Adjusted
     field.
  8. Replace the calculated
    Adjusted
     amount with
    0.00
    . The application will change the sign of the adjustment amount and enter it in the
    Carryover
     field.
  9. Select
    OK
    . The application will enter a billed amount and corresponding carryover amount on each selected WIP transaction in proportion to the WIP amounts.

Partial bill all available WIP items

  1. Select
    Actions
    , then
    Billing
    .
  2. Select the client or engagement you want to bill.
  3. Select
    Detail Bill Selected
    .
  4. Select the
    Time & Expense
     tab.
  5. Enter the amount you want to bill all the WIP transactions displayed on the screen in the
    Billed
     field. The application will calculate the difference from the total WIP amount and enter it in the
    Adj
     field.
  6. Replace the calculated Adjustment amount with
    0.00
    . The application will enter the billed amount and corresponding carryover amount on each WIP transaction in proportion to the WIP amounts.

This article applies to:

  • Product: Practice CS
  • Subject: Billing