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Set the date of work-in-process (WIP) available to bill

During billing, you might want to bill only work-in-process (WIP) dated through a certain date.
  • For example, on March 10 you want to bill for work dated only through the end of the previous period, February 28. If you entered the invoice date of March 10, Practice CS would present all WIP dated through March 10 and you would need to manually select only the WIP dated on or before February 28.
  • Practice CS gives an option in the billing user preferences that lets you select the ending date of the WIP that will be presented to bill. In the previous example, though your invoice date is March 10, you can choose to have the application present only WIP dated through February 28.
To specify the date through which Practice CS will present the WIP available to bill, follow these steps.
  1. Select
    Setup
    , then
    User Preferences
    .
  2. Go to the
    Billing
     tab.
  3. Go to the
    Default WIP through
     dropdown and select the variable that represents the date you want Practice CS to present WIP for billing.
    • If none of the variables meet your needs, select
      Custom Date
       and enter the specific date for the WIP that will be made available for billing.
    • You can't use this override date to specify a date for WIP that's beyond the current period end date in Practice CS. Also, you can't use this date to specify a date that is beyond the “invoice date,” which is specified in the
      Summary
       tab of the
      Detail Billing
       screen. The Default WIP through date may only be used to filter the
      Billing
       screen on a prior date.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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