Relieve a progress bill
You can create a manual progress bill in the
Summary
tab of Detail Billing
by selecting Progress
and entering the amounts. Entering a progress bill creates a negative WIP carryover in Practice CS. When you later return to Detail Billing
, you can identify a transaction as a progress bill by noting that the WIP amount is negative.The method you select to relieve a progress bill depends on whether or not you need to match it against the accumulated WIP.
Relieve a progress bill against accumulated WIP
There are several ways you can relieve open progress bills in Practice CS once you've entered the WIP transactions the progress billings will be applied to.
- In theTime and Expensetab ofDetail Billing, you can Smart Bill for a 0 bill amount. Enter the net 0 +/- amounts manually, or enter a 0 bill amount in theBilledfield under the Totals section if you're netting everything to 0.noteVerify that theSummarize Bycheckboxes on theTime + Expense Entrytab are cleared. If the rows displayed are summarized, you may not be able to close out the progress bill.
- You can relieve a progress bill on theSummarytab inDetail Billingby entering the amount you want to final bill in theTotalfield in theBilledcolumn.
- In theBillingscreen, you can use Standard Bill Selected or Zero Bill Selected to automatically close out the progress bill amounts. You can also use the Quick Bill method.
Relieve a progress bill when no WIP will be entered
If you've previously created a progress bill for the client, but no WIP has been entered, you can close out the progress bill without entering any WIP.
- To relieve a progress bill in Practice CS when there are no time or expense transactions, follow these steps.
- SelectActions, thenBilling.
- Select the client whose progress bill you want to relieve, thenDetail Bill Selected.
- Select theTime and Expensetab and note the progress bill with the negative WIP amount.
- In theTime and Expensetab ofDetail Billing, enter0in the Billed column of the existing progress bill line. The application will enter the adjustment; enter 0 bill amount in theBilledfield in the Totals section.
- You can relieve a progress bill on theSummarytab in Detail Billing by entering0in theTotalfield in theBilledcolumn.
- In theBillingscreen, you can useStandard Bill SelectedorZero Bill Selectedto automatically close out the progress bill amounts.
Related Content
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Relieve a progress bill with no time or expense entries
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