Use Smart Bill
Smart Bill distributes bill amounts and adjustments among the selected transactions in
Detail Billing
. Follow these steps to use Smart Bill.
- SelectActions, thenBilling.
- Select the client you want to bill, thenDetail Bill Selected.
- Select theTime & Expensetab.
- Mark the checkboxes for the individual transactions you want to Smart Bill, or right-click thenSelect Allif you want to Smart Bill all the transactions.
- Right-click again and selectSmart Bill Selected.TheSelected Amountfield displays the total amount of the selected transactions. This field is read-only.
- By default, the amount in theBilledfield is equal to the Selected Amount. You can enter a different amount in theBilledfield, if necessary.
- TheAdjustedfield calculates the difference between the Selected and Billed fields (Adjusted = Billed - Selected).
- TheCarryoverfield calculates any remaining amount (Carryover = Selected Amount - Billed + Adjusted).
- SelectOKto complete the Smart Bill and return to theDetail Billingscreen.
The application distributes the billed and adjusted amounts among the selected transactions. If there's a carryover amount, it's distributed among the transactions based on their proportion to the total amount of the entries billed. The carryover will be available for billing next time the client is billed.
