Billing

Adding a discount to an invoice

Adding a note to an invoice

Adding an adjustment entry

Allocating an adjustment to a different staff member

Applying open credits in detail billing

Billing amount distribution example

Billing client families

Billing clients without work-in-process (WIP)

Billing overview

Billing without relieving WIP using progress bills

Canceling an invoice

Changing saved invoices

Client families overview

Compose toolbar

Composing an invoice

Credit notes

Deleting an invoice

Detail billing by time and expenses

Detail billing in summary

Detail billing overview

Discontinuing the generation of a recurring bill

Editing an invoice

Entering a final bill without WIP

Entering and using billing instructions

How service taxes and sales taxes are calculated

Partial billing

Partially clear a progress bill

Previewing a statement

Previewing an invoice

Progress bill allocation example

Recurring bills

Relieving a progress bill

Relieving nonbillable time and expenses

Reviewing, approving, and posting invoices

Setting the date of WIP available to bill

Setting up recurring bills (fixed fee billing)

The Preview Invoices screen

Unbilling time and expenses

Unposting an invoice

Using Quick Bill

Using Smart Bill

Viewing and reprinting historical invoices

Viewing invoice notes

Viewing prior invoices while billing

Viewing the Invoice Journal

Viewing WIP that was billed on an invoice