Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Billing

Bill client families

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.
  1. Select
    Actions
    , then
    Billing
    .
  2. On the
    Bill Clients
     tab, select to show the
    Filter
     field.
    note
    If 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 have
    Automatically select subsidiary clients when selecting parent Clients
     selected in the
    Billing
     tab of the
    User Preferences
     window, 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.
  3. In the
    Filter
     field, select
    Bill to Parent Client ID
    .
  4. In the
    Method
     field, select
    is
    , and enter the
    Parent Client ID
     in the last field.
  5. Mark the checkboxes for the parent and subsidiary clients you want to include on the invoice.
    note
    If you want to select the parent client and all subsidiary clients, right-click and use
    Select All
    .
    If you have
    Automatically select subsidiary clients when selecting parent Clients
     selected on the
    Billing
     tab of the
    User Preferences
     window, select the parent client, and the application will automatically select all the subsidiary clients.
  6. Select
    Detail Bill Selected
    .
    On the
    Time and Expense
     tab you'll find all the WIP for both the parent and subsidiary clients. You can mark the
    Summarize by: Client
     checkbox to group the WIP by client.
  7. Bill the client and save the invoice.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Billing