Use quick bill
You can use Quick Bill when you want to quickly bill clients or engagements at a summary level.
- SelectActions, then selectBilling.
- Mark the checkboxes for the clients or engagements you want to bill.
- SelectQuick Bill Selected.
- In theGenerate using invoice datefield, select the date you want to use as the invoice date.
- You can enter an amount in either theBilledor theAdjustedfield, and the application will complete the other field for you.If the bill amount is less than the time or expense amount and theAdjustedfield is 0.00, the remaining amount will appear in theCarryoverfield. This remaining amount will be available the next time you bill the client. The Carryover can't be less than 0.
- If you need to bill individual WIP items, select
to view and work with the WIP detail for the selected client engagement. - When you're finished entering the billing amounts, selectGenerate Invoices.
- If the clients you've quick billed are part of a client family, Practice CS will generate a single invoice for the parent client.
- After you generate the invoice, the invoice displays on theReviewtab.
