Billing

Detail billing overview

For clients that require greater control over the billing amounts or invoice presentation, use the
Detail Billing
 screen. The
Detail Billing
 screen offers a variety of ways to bill at any level of detail you might need.
In the
Billing
 screen, mark the checkboxes for the clients you want to bill and then click the
Detail Bill Selected
 button to open the
Detail Billing
 screen.
In Detail Billing, you can:
  • standard bill, partial bill, progress bill, or smart bill
  • select invoice formats and due dates
  • bill and edit individual WIP items
  • relieve WIP for nonbillable items
  • preview your invoices on screen
note
Before you begin, you should set up your user preferences for billing, such as default due date, rounding methods, and so on.

Summary

Use the Summary tab to specify invoice information, bill amounts, due dates, and adjustments. Select the More button if you would like to enter a progress bill. The Summary tab offers you another way to Quick Bill your clients. You can enter either the billed or the adjusted amount and the application will complete the remaining fields for you.

Time & Expenses

The Time & Expenses tab shows the WIP detail for the selected client and allows you to bill at the level of individual WIP transactions. You can right-click and use the context menu to choose how to bill the selected entries, unbill entries, print the list of time entry transactions, and edit the transactions directly from this screen.

Nonbillable

Use the Nonbillable tab to track time spent on nonbillable activities and relieve WIP for nonbillable items.

Links

The Links tab enables you to add links to files, folders, websites, interactions, or documents outside of DT Practice, including documents stored in DT FileCabinet.

Compose

Use the Compose tab to make changes to the detail section of an invoice. In this tab, you can view the invoice detail as it would appear on the invoice, change font properties, and format the text of the invoice as needed.

Preview

Use the Preview tab to review your invoice on screen.

This article applies to:

  • Product: DT Practice