Billing

Partially clear a progress bill

After creating a progress bill, at some time in the future you must relieve the progress bill by creating an invoice that applies the prior progress bill amount against WIP that represents the work billed by the progress bill. There may be times when you want to clear only part of the progress bill amount and leave a remainder to clear against more WIP at a future time. This topic explains how to partially clear a progress bill. If you want to clear the entire progress bill see How to bill without relieving WIP using progress bills.
To partially clear a progress bill:
  1. Choose
    Actions
     >
    Billing
     and select the client you previously progress billed.
    note
    Because a previous progress bill could result in a negative WIP balance for the client, be sure the
    Negative WIP
     checkbox at the top right of the
    Billing Selection
     screen is marked if the
    Positive WIP
     checkbox is marked.
  2. Select
    Detail Bill Selected
    .
  3. On the Time and Expense tab, locate the original progress bill and enter the amount you want to relieve as a negative value in the
    Billed
     field. The remaining amount of the progress bill appears in the
    Carryover
     field.
  4. Select the WIP items to which you want to apply the amount you are clearing.
  5. Right-click and choose
    Smart Bill Selected
  6. In the
    Billed
     field, enter the amount of the progress bill you are clearing as a positive amount.
  7. Select
    OK
    . The application distributes the amount entered to clear proportionally to each of the selected WIP items, and automatically calculates the adjustment amount for each WIP item.
  8. Select
    Save
     to save the invoice.
  9. If you use the approve and post process for billing, go to the Review tab and post the invoice.

This article applies to:

  • Product: DT Practice