Billing

Using Smart Bill

Smart Bill allows you to distribute bill amounts and adjustments among the selected transactions in Detail Billing. To use Smart Bill, follow these steps.
  1. From the
    Actions
     menu, choose
    Billing
    .
  2. Select the client you want to bill and select the
    Detail Bill Selected
     button.
  3. In the
    Detail Billing
     screen, go to the Time & Expense tab.
  4. Mark the checkboxes for the individual transactions you want to Smart Bill, or right-click and choose
    Select All
     from the context menu if you want to Smart Bill all the transactions.
  5. Right-click again and choose
    Smart Bill Selected
    .
  6. In the
    Smart Bill
     dialog, the
    Selected Amount
     field shows the total amount of the selected transactions. This field is read-only.
  7. By default, the amount in the
    Billed
     field is equal to the Selected Amount. You can enter a different amount in the
    Billed
     field, if necessary.
  8. The
    Adjusted
     field calculates the difference between the Selected and Billed fields (Adjusted = Billed - Selected).
  9. The
    Carryover
     field calculates any remaining amount (Carryover = Selected Amount - Billed + Adjusted).
  10. Select
    OK
     to complete the Smart Bill and return to the
    Detail Billing
     screen.
  11. The application distributes the billed and adjusted amounts among the selected transactions.
    note
    If there is a carryover amount, it is distributed among the transactions based on their proportion to the total amount of the entries billed. The carryover will be available for billing next time the client is billed.

This article applies to:

  • Product: DT Practice