Billing

Using Quick Bill

When you want to quickly bill clients or engagements at a summary level, use Quick Bill.
  1. Open the
    Billing
     screen (
    Actions
     >
    Billing
    ).
  2. Mark the checkboxes for the clients or engagements that you want to bill.
  3. Select the
    Quick Bill Selected
     button to open the
    Quick Bill
     screen.
  4. In the
    Generate using invoice date
     field, select the date you want to use as the invoice date.
  5. You can enter an amount in either the
    Billed
     or the
    Adjusted
     field, and the application will complete the other field for you.
    note
    If the bill amount is less than the time or expense amount and the
    Adjusted
     field is 0.00, the remaining amount will appear in the
    Carryover
     field. This remaining amount will be available the next time you bill the client. The Carryover cannot be less than 0.
  6. If you need to bill individual WIP items, you can select the Expand button to view and work with the WIP detail for the selected client engagement.
  7. When you are finished entering the billing amounts, select the
    Generate Invoices
     button.
    note
    • If the clients you have quick billed are part of a client family, DT Practice will generate a single invoice for the parent client.
    • After you generate the invoice, the invoice appears on the Review tab.

This article applies to:

  • Product: DT Practice