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Billing

Bill your clients

Once you have made time & expense entries, you can bill a client by selecting
Time & Billing
Billing
.
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 the
    Zero Balance WIP
     button to control whether zero balance WIP items are displayed.
  • Select
    Standard Bill
     to bill for the full work-in-process (WIP) amount.
  • Select
    Detail Bill
     to bill individual WIP items, to create progress entries, or to enter billing adjustments.
  • Select
    Zero Bill
     to bill the full work-in-process (WIP) amount at $0.00.
  • Select
    Export
     to 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.

This article applies to:

  • Product: Onvio
  • Subject: Billing
  • Audiences: Staff

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