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Billing

Clear a progress bill

After you create a progress entry, you'll eventually have to clear it, typically by associating it with time and expense entries, though you can also clear a progress entry without entering WIP.

With accumulated WIP

Use one of these methods to clear a progress entry against accumulated WIP.
  • In the
    Summary
     tab of the
    Detail Billing
     screen, enter the amount you want to final bill in the
    Totals
     field in the Bill column.
  • In the
    Billable Entries
     tab of the
    Detail Billing
     screen, select the entries you want to clear, including the progress bill items, and choose
    Quick Bill
    . You can bill the amount at the standard value, bill the amount at 0, or bill at a different amount.

With no WIP

  1. Select
    Time & Billing
    Billing
    .
  2. Select the item related to the progress entry you want to clear and select
    Detail Bill
    .
  3. Choose one of the following methods.
    • In the
      Billable Entries
       tab, enter
      0
       in the Bill column of the item for the progress entry. Onvio enters the proper adjustment.
    • In the
      Summary
       tab, select the
      Add To Invoice
       button, and then select
      Time & Expenses
      . Select the outstanding progress entry and select
      Next
      . Select
      Finish
       to return to the invoice, where you can enter
      0
       as the billing amount.
  4. Save your entry.
You can also use
Standard Bill
 from the
Billing Selection
 screen to automatically close out the progress entry amounts.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff