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This article applies to:

  • Product: DT Practice

Relieving a progress bill

You can create a manual progress bill in the Summary tab of Detail Billing by selecting the
Progress
 button and entering the amount(s). Entering a progress bill creates a negative WIP carryover in DT Practice. When you later return to Detail Billing, you can identify a transaction as a progress bill by noting that the WIP amount is negative.
The method you select to relieve a progress bill depends on whether or not you need to match it against accumulated WIP.

Relieving a progress bill against accumulated WIP

There are several ways that you can relieve open progress bills in DT Practice once you have entered the WIP transactions to which the progress billings will be applied.
  • In the Time and Expense tab of Detail Billing, you can Smart Bill for a zero bill amount; enter the net zero + / - amounts manually; or enter a zero bill amount in the
    Billed
     field under the Totals section at the bottom of the screen if you are netting everything to zero.
    note
    Verify that the
    Summarize By
     checkboxes at the top of the Time + Expense Entry tab are not marked. If the rows displayed are summarized, you may not be able to close out the progress bill.
  • You can relieve a progress bill on the Summary tab in Detail Billing by entering the amount you want to final bill in the
    Total
     field in the Billed column.
  • In the Billing screen, you can use Standard Bill Selected or Zero Bill Selected to automatically close out the progress bill amounts. You can also use the Quick Bill method.

Relieving a progress bill when no WIP will be entered

If you have previously created a progress bill for the client, but no WIP has been entered, you can close out the progress bill without entering any WIP.
  • To relieve a progress bill in DT Practice when there are no time or expense transactions, follow these steps.
    1. Choose
      Actions
       >
      Billing
       to open the
      Billing
       screen.
    2. Select the client whose progress bill you wish to relieve and select the
      Detail Bill Selected
       button.
    3. Go to the Time and Expense tab and note the progress bill with the negative WIP amount.
  • In the Time and Expense tab of Detail Billing, simply enter
    0
     in the Billed column of the existing progress bill line. The application will enter the appropriate adjustment; enter zero bill amount in the
    Billed
     field under the Totals section at the bottom of the screen.
  • You can relieve a progress bill on the Summary tab in Detail Billing by entering
    0
     in the
    Total
     field in the Billed column.
  • In the
    Billing
     screen, you can use
    Standard Bill Selected
     or
    Zero Bill Selected
     to automatically close out the progress bill amounts.