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 theSummarytab of theDetail Billingscreen, enter the amount you want to final bill in theTotalsfield in the Bill column.
- In theBillable Entriestab of theDetail Billingscreen, select the entries you want to clear, including the progress bill items, and chooseQuick Bill. You can bill the amount at the standard value, bill the amount at 0, or bill at a different amount.
With no WIP
- Select .
- Select the item related to the progress entry you want to clear and selectDetail Bill.
- Choose one of the following methods.
- In theBillable Entriestab, enter0in the Bill column of the item for the progress entry. Onvio enters the proper adjustment.
- In theSummarytab, select theAdd To Invoicebutton, and then selectTime & Expenses. Select the outstanding progress entry and selectNext. SelectFinishto return to the invoice, where you can enter0as the billing amount.
- Save your entry.
You can also use
Standard Bill
from the Billing Selection
screen to automatically close out the progress entry amounts.
