Detail billing

Detail billing provides options to bill at any level of detail that you need.

  • Partial bill: carry over some work-in-process (WIP) to the next billing
  • Quick bill: bill selected items at a given amount
  • Progress bill: produce a bill without relieving any WIP
  • Adjustment entry: create a billing adjustment without entering time or expenses
  • Select and bill individual line items
  • Clear nonbillable WIP

Create a detailed invoice

  1. Choose Time & Billing > Billing.
  2. Select an invoice date in the Billing Selection screen.

    Notes

    • Changing the invoice date may change the items available to be billed. Items can only be billed on or before the date on the invoice.
    • To change the way the information on this screen is grouped, make a selection in the Bill By field.
  3. Mark the box next to each client that you want to bill.
  4. Click Detail Bill in the toolbar.
    • The list of selected clients is available in a panel on the left side of the screen. Click the expand arrow Expand arrow to open this list. A Billed label displays next to a client's name after you bill them.
    • A list of prior invoices for the selected client is available in a panel on the right side of the screen. Click the expand arrow Expand arrow to open this list.

      Both of these panels will remember their last positions (open or closed) the next time you visit this screen.

  5. On the Summary tab, select an invoice format and date. Click the Invoice Properties link to make additional changes.
  6. Enter the amount in the Bill column on the Summary tab to bill an amount against the client's total accumulated WIP, or click the Billable Entries tab to bill individual WIP items.

    Notes

    • If you want to carry over a balance, click the Adjust link and add an adjustment entry. Otherwise, unbilled amounts are zeroed out.
    • You can also use the Compose tab to select WIP to bill and enter amounts, as well as to add adjustment entries, progress entries, or fixed fees.
  7. Apply a payment to an open amount by clicking the Apply Amounts link.
  8. Click the Non-Billable tab to clear nonbillable WIP.
  9. Click the Compose tab to view or modify the invoice. Text with a blue background can be edited.

    Note: You can also build an invoice on the Compose tab without first entering an amount on the Summary tab. Click Add to Invoice and then choose the billing method. Time & Expense enables you to select WIP items for billing; Flat Amount enables you to add adjustment or progress entries; Fixed Fees enables you to bill a fixed fee.

  10. Click Save before navigating away from the Detail Bill screen.

The saved invoice is now available on the Review Invoices tab of the Billing Selection screen.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


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