Billing

Billing overview

DT Practice enables you to bill your clients on screen using a wide variety of billing methods. Whether your firm bills at an hourly staff rate or fixed rate, periodically or on an as-needed basis, DT Practice can accommodate different methods based on your firm’s arrangements with individual clients, and lets you bill using as much or as little detail as you need.
To bill your clients, choose
Actions
, then
Billing
 (or press CTRL+B) to open the
Billing
 screen.
In the billing screen you can perform the following tasks.
Bill clients
Use the Bill Clients tab to select the WIP that you want to bill.
note
The default name for this tab is Bill Engagements. The name of the tab changes depending on whether you set your user preferences to bill by engagements, clients, or projects.
  • Mark the
    Positive WIP
     checkbox if you want to see only clients with a positive WIP balance.
  • Mark the
    Negative WIP
     checkbox if you want to see only clients with a negative WIP balance.
  • Mark both the
    Positive WIP
     and
    Negative WIP
     checkboxes when you want to see only clients with non-zero WIP balances.

Searching and filtering

To further narrow down the list of items in the billing screen, use the Search and Filter fields at the top of the screen.

Selecting the WIP to bill

Select each client you want to bill. Use the
Select All
 button (or press CTRL+A on your keyboard) to select all items at once. Use the
Deselect All
 button (or press ALT + E) to deselect all items at once.
The Billing Selection pane shows all selected items in the order in which they will be billed. When the list is unsorted, the items will appear in the order in which you select them. Use the
Auto Hide
 button to show or hide the Billing Selection pane.
DT Practice provides the ability to bill clients together in families.

Choosing a billing method

After selecting the WIP to bill, choose a billing method.
Detail bill selected
For Clients that require greater control over the billing amounts or invoice presentation, use Detail Bill Selected.
Quick bill selected
Use Quick Bill Selected to quickly bill at a summary level. In the
Quick Bill
 screen, you can enter the billed or the adjusted amount, and the application will complete the carryover field for you. You can also bill individual WIP items, if necessary, by selecting the Expand button button and entering the billed and adjusted information for each item.
Standard bill selected
Use Standard Bill Selected to quickly bill the selected clients at their current WIP amount. This will completely bill all selected WIP at its standard amount.
note
Before the invoice can be created, you must have an invoice format set up for the selected client, and there must be WIP entries available to be billed.
Zero bill selected
Use Zero Bill Selected to bill the selected clients at zero. This will completely bill all WIP amounts selected at zero.
note
Before the invoice can be created, you must have an invoice format set up for the selected client, and there must be WIP entries available to be billed.
Generate recurring bills
Use the Generate Recurring Bills tab to bill clients who have the same work performed on a regular basis.
note
To generate a recurring bill for a client, the client’s engagement must be set up on a recurring basis (Setup > Clients > Engagements tab).
Review
note
If your firm requires an approval process for invoices, you can use the Review tab to review and approve invoices before they are posted. If your firm does not use an approval process, invoices are posted as soon as they are saved; however, you can use the Review tab to view invoices and/or make further changes to them after they have been posted.
In the Review tab you can do the following:
Modify an invoice
To modify an invoice, select the invoice(s) you would like to modify, right-click, and choose the appropriate command:
  • Open Selected — Enters the detail bill menu for editing
  • Edit Selected — Allow for editing one or multiple fields of the invoice
Delete an invoice
Deleting an invoice will unbill all entries on the selected invoice(s), making them available WIP items to be billed again.
View the Invoice Journal
Select the Journal button to preview the Invoice Journal report. The report will automatically be filtered for the grid content on the Review tab.
Preview selected
Use the
Preview Selected
 button to view the invoice information before posting or printing.
Print selected
Use the
Print Selected
 button to print the selected invoice(s) to one or more destinations, including a printer, DT FileCabinet, a file, email, or DT Client Portal.

This article applies to:

  • Product: DT Practice