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Detail billing by time and expenses

From the Time & Expense
tab of the

Detail Billing

screen you can bill WIP entries either at the time and expense entry level, or summarized by 1 or more components. Right-click in the time and expense entry grid to do the following:

Select or deselect all entries.

Edit or delete entries.

Add adjustment entries and progress entries.

Relieve progress bills.

Unbill entries.

Smart Bill or Standard Bill selected entries.

Allocate adjustments to different staff.

Print the time and expense entry grid.

Follow these steps to detail bill your clients by time and expenses.

Select Actions
, then Billing
.

Mark the checkboxes for the clients or client engagements you want to bill, then select Detail Bill Selected
.

Select the Time & Expense
tab.

tip

You can select the Time & Expense
tab to display each time you open Detail Billing. Select Setup
, User Preferences
, the Billing
tab, then your preference from the Start-up tab
field.

Billing summarized entries

If you want to summarize the entries by any of the components in the entry grid, use the Summarize By
checkboxes. You can summarize WIP by client, engagement, project, staff, activity, type, or date, or any combination of these.

note

When you select related clients for detail billing, the Billing Selection list includes only the parent client so that you can create a single invoice for the client family. However, the sheet entries for both parent and subsidiary clients are available for billing.

In the

Detail Billing

screen, the Billing Selection list displays all the selected client IDs and sort names, and a Billed
checkbox to indicate which clients you have billed. When you finish billing a client and save their invoice, the application marks the Billed
checkbox to indicate that the client has been billed. If you need to return to the main

Billing

screen to select or deselect clients, select Edit Selection
. After you make your selections, you can return to Detail Billing or select another billing method.

The Project
checkbox is available only if you're licensed for the Project Management module.

Enter an amount in the Billed
field for a summarized row to indicate how much you want to bill all of the entries represented by the summarized row. The application distributes this amount proportionately to all entries represented by the row based on their amounts. If you select Expand

to expand the summarized rows and enter bill amounts at the individual entry level, the amount in the Billed
field for the summary row is the sum of all of the individual entries.

note

The amount you enter on time and expense entries must be 0 or greater. You can only enter negative amounts in the Billed
field for progress bill entries.

When finished entering the bill amounts, select Save
save the invoice, or Save and Print
to save the invoice and print it.

note

If you select Save and Print
, the Print windows opens. If you then decide to cancel printing, the invoice is still saved.

Billing at the entry level

When the time and expenses grid isn't summarized, it displays the client, engagement, staff, activity, type (time or expense), date, hours (for time) or units (for expenses), rate, WIP amount, and a Note
field for each time and expense entry.

note

If you're licensed for the Project Management module, the grid also shows any project and due date associated with each entry.

For each entry, enter an amount in the Billed
field. The application will complete the Adjusted
field automatically.

note

If the billed amount is less than the amount of the entry, and the adjusted amount is 0.00, the remainder will display in the Carryover
field. The carryover amount will be available for billing the next time you bill this client’s engagement.

When finished entering the bill amounts, select Save
to save the invoice, or Save and Print
to save the invoice and print it.

note

If you select Save and Print
, the Print window opens. If you then decide to cancel printing, the invoice is still saved.

Entering amounts in the Totals section

Another way to bill is to enter an amount in the Totals section. The Totals section displays the total amount of all entries displayed in the grid. When you enter an amount in the Totals Billed
field, the amount is distributed proportionately among all entries (except for progress bill entries) based on their amounts.

This article applies to:

Product: Practice CS
Subject: Billing

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Learn

Detail billing by time and expenses

Billing summarized entries

Billing at the entry level

Entering amounts in the Totals section

This article applies to:

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