Bill client families
Bill multiple parent and subsidiary clients on a single invoice while preserving separate WIP history for each individual client.
Use client families to associate multiple clients that are billed to a single client. The client that gets billed and to whom the resulting accounts receivable is booked is called the parent client.
The clients whose work is billed to the parent client are called the subsidiary clients. You can bill all or selected members of a client family and keep the historical information for the WIP for each individual client.
Follow these steps to bill the members of a client family on a single invoice.
- SelectActions, thenBilling.
- On theBill Clientstab, select to show theFilterfield.noteIf the tab says Bill Engagements or Bill Projects, select the parent and subsidiary clients individually for the projects, or engagements you want to bill and skip the next 2 steps.If you haveAutomatically select subsidiary clients when selecting parent Clientsselected in theBillingtab of theUser Preferenceswindow, select the engagements or projects for the parent client you want to bill, and the application will automatically select the same engagements or projects for the subsidiary clients.
- In theFilterfield, selectBill to Parent Client ID.
- In theMethodfield, selectis, and enter theParent Client IDin the last field.
- Mark the checkboxes for the parent and subsidiary clients you want to include on the invoice.noteIf you want to select the parent client and all subsidiary clients, right-click and useSelect All.If you haveAutomatically select subsidiary clients when selecting parent Clientsselected on theBillingtab of theUser Preferenceswindow, select the parent client, and the application will automatically select all the subsidiary clients.
- SelectDetail Bill Selected.On theTime and Expensetab, you'll find all the WIP for both the parent and subsidiary clients. You can mark theSummarize by: Clientcheckbox to group the WIP by client.
- Bill the client and save the invoice.
