Bill your clients
Once you have made time & expense entries, you can bill a client by selecting .
On the
Selection
tab, choose an invoice date and a billing method. You can bill by client, service, or project.- Select the items you want to bill by marking the checkboxes for each.
- Use theZero Balance WIP
button to control whether zero balance WIP items are displayed. - SelectStandard Billto bill for the full work-in-process (WIP) amount.
- SelectDetail Billto bill individual WIP items, to create progress entries, or to enter billing adjustments.
- SelectZero Billto bill the full work-in-process (WIP) amount at $0.00.
- SelectExportto create a Microsoft Excel file with the information from your billing entries.
Select the
Review Invoices
tab to view, edit, delete, send, or export invoices you have already created.note
If you set up a Stripe account to accept online payments, when you email invoices to your clients they can pay them online. If you have enabled Client Center for a client and they have completed registration, choose the
Send to Documents - Client Center
option to automatically create a payment request task in Client Center.Select the
Statements
tab to create billing statements for clients with accounts receivable balances.
