There are many ways to create a bill. In this example, we will assume that you have already:
To begin, click Create Bill from the Client Window's activity toolbar.
The Edit Bill window will then open.
The client's name will automatically be selected and any unbilled time or expenses will be automatically displayed.
Note: This screen shows a simplified view of a bill - it is not a final preview of what the bill will look like when printed.
At this point, the bill has been created - all that need be done is either to save the bill by clicking Save & Close or print the bill by clicking Print. If you want to see what the bill looks like, just click the Print button and then select Print Preview.
If needed, you can select a different date for the bill. By default, the date displayed will be the date that the bill was created.
Additionally, you could un-check items from the list of time and expenses. These un-checked items would not be saved as part of this bill.
If needed, you can void a bill by clicking the Void button. This will set the total for the bill to zero ($0.00), but the bill will not be deleted - it will remain in the program and will appear on subsequent statements (although the total will remain at $0.00). In this way, you can remove a bill from a client's balance, but still retain an record of it. In general, it is advisable to void a bill rather than deleting it, as this preserves an historical record of the work.
You can change the template used to create the bill by clicking the Template button. You can select from several included templates, or you can choose one of your own. The template you choose will then be used for all subsequent bills you print.
See also: