Detail billing

Partial bill: transfer some work-in-process (WIP) to the next billing.
Quick bill: bill-selected items at a given amount.
Progress bill: produce a bill without relieving any WIP.
Adjustment entry: create a billing adjustment without entering time or expenses.
Select and bill individual line items.
Clear nonbillable WIP.

Select items for billing

Choose
Time & Billing
Billing
.
On the
Billing Selection
screen, the
Invoice Date
and
WIP Through Date
fields default to the current date. Change one or both of these dates if necessary.
To change the way the information on this screen is grouped, make a selection in the
Bill By
field.
Mark the checkbox next to each client that you want to bill.
Select
Detail Bill
in the toolbar.
The list of selected clients is available in a panel on the left side of the screen. Select the
Expand
button to open this list. A Billed label displays next to a client's name after you bill them.
A list of prior invoices for the selected client is available in a panel. Select the
Expand
button to open this list.
Both of these panels will remember their last positions (open or closed) the next time you visit this screen.

Compose the invoice

Select an invoice format and date. Select the Invoice Properties link to make additional changes.
Select the Add To Invoice button to begin building your invoice.
To bill an amount against the client's total accumulated WIP, leave Time and Expenses selected and select Next.
Choose Flat Amount to add an adjustment entry or progress entry.
Select items to include on the invoice and select Next.
The full amount of the selected items is shown in the
Bill
field by default. Accept this number or change it as needed. You can also change the text in the description field. If you want to transfer a balance, add an amount in the
Adjust
field. Otherwise, unbilled amounts are zeroed out.
Select Finish to view the composed invoice.
Edit and reformat any text shown with a blue background. Select the Invoice Properties link if you want to make other invoice changes.
To add additional time or expense items, adjustment entries, or progress entries to the invoice, select the Add To Invoice link. If
Allow cosmetic changes to invoices
is turned on, you can add additional detailed descriptions rows.
You can also add adjustment and progress entries directly from the
Billable Entries
tab.
Select the
Preview
tab to see a rendering of the invoice on screen.
Select
Save
before going away from the
Detail Billing
screen. Saved invoices are available on the
Review Invoices
tab of the billing screen.