Introduction
This guide helps you navigate through Finance > Billing Review. The Billing Review menu enables you to review billing entries and create invoices. Invoices can be sent out before or after the customer receives services. We will review each type of billing entry below.
Billing Entries section
Labor Hours
The Labor Hours page lists billing entries for labor hours entered on tickets and tasks. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Bill. For a billing entry to display on this page:
- Hours must be reported in a ticket or task. The ticket or task may be optionally linked to a time and materials contract. The contract must be active.
- The billing entry must match search filter parameters.
- Zero value hours can be posted or ignored using the Admin > Company Settings > Invoice > Post Zero Entries option.
Reviewing Labor Hour Billing Entries
- Select the Finance > Billing Review > Labor Hours page.
- You can change the search filter settings. The default date range is from today's date to 3 months into the future. This can be customized using the Admin > Company Settings > Invoice tab > Billing End Date setting.
- Click Search. A list of entries displays in the Results tab.
- Review the ticket or task for a billing entry by clicking the link in the Ticket/Project column.
- The icon indicates a ticket billing entry.
- The icon indicates a project/task billing entry.
- Review the contract for a billing entry by clicking the link in the Contract column.
- Adjusting billing entries.
- Overtime Hours to Bill
- Overtime Billing Rate
- Hours to Bill
- Billing
- Note: Adjustments made here do not change time entries on employee timesheets.
- Check one or more rows you want to post.
- Click Post to post checked rows.
Expenses
Finance > Billing Review > Expenses
The Expenses page lists billing entries for expenses entered on tickets and tasks. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Bill. For a billing entry to display on this page:
- An expense must be added to a ticket or task or expense report.
- The billing entry must match search filter parameters.
Reviewing Expense Billing Entries
- Select the Finance > Billing Review > Expenses page.
- Set your Filters
- Click Search. A list of entries displays in the Results tab.
- You can review the ticket or task for a billing entry by clicking the link in the Ticket/Project column.
- You can review the contract for a billing entry by clicking the link in the Contract column.
- You can adjust billing entries.
- Note: Adjustments do not change expenses on employee expense sheets.
- Check any row you want to post.
- Click Post to post checked rows.
Recurring Services
Finance > Billing Review > Recurring Services
The Recurring Services page lists billing entries for recurring services. For a billing entry to display on this page:
- A recurring service must be added to a recurring services contract.
- The contract must be active.
- The billing entry must match search filter parameters.
- Billing is by contract billing period. Once a recurring services contract is active, any of the time periods can be billed at any time. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Bill.
- Billing entries are not generated for hours reported on tickets and tasks linked to a recurring service contract. To prevent generating billing lines for labor hours independently of a contract, set the Default Contract option to Yes for that contract. When a new ticket or task is created, the default contract is linked to the ticket or task automatically.
- Zero-value hours can be posted or ignored using the Admin > Company Settings > Invoice > Post Zero Entries option.
Reviewing Recurring Services
- Select the Finance > Billing Review > Recurring Services page.
- Set your Filters.
- Click Search. A list of entries displays in the Results tab.
- Optionally adjust billing entries.
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Check any row you want to post.
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Click Post to post checked rows.
Fixed Price Milestone
Finance > Billing Review > Fixed Price Milestones
The Fixed Price Milestone page lists billing entries for fixed price milestones. Milestones are created using fixed-price contracts. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Bill. For a billing entry to display on this page:
- A fixed-priced milestone must be added to a fixed-priced contract.
- The contract must be active.
- The billing entry must match search filter parameters.
A fixed-priced contract is typically linked to a project. Once a fixed price contract is active, you can bill any of its fixed-price milestones at any time.
Reviewing Recurring Services
- Select the Finance > Billing Review > Fixed Priced Milestones page.
- Set your Filters
- Click Search. A list of entries displays in the Results tab.
- You can adjust billing entries.
- Check any row you want to post.
- Click Post to post checked rows.
Retainer Amount
Finance > Billing Review > Retainer Amount
The Retainer Amount page lists billing entries for retainer by amount contracts. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Bill. For a billing entry to display on this page:
- A retainer by amount contract must be active.
- The billing entry must match search filter parameters.
Once a retainer by amount contract is active, the total price of the contract can be billed at any time.
Reviewing Retainer Amount
- Select the Finance > Billing Review > Retainer Amount page.
- Set your Filters
- Click Search. A list of entries displays in the Results tab.
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Check any row you want to post.
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Click Post to post checked rows.
Retainer Hours
Finance > Billing Review > Retainer Hours
The Retainer Hours page lists billing entries for retainer hours. Retainer hours are consumed when hours are reported on tickets or tasks linked to a retainer by hours contract. Billing is by contract billing period. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Bill. For a billing entry to display on this page:
- Hours must be reported in a ticket or task.
- The ticket or task must be linked to a retainer by hours contract.
- The contract must be active.
- The billing entry must match search filter parameters.
Once a retainer hours contract is active, any of the time periods can be billed at any time unless the billing period has been closed.
Note: To prevent generating billing lines for labor hours independently of a contract, set the Default Contract option to Yes for that contract. When a new ticket or task is created, the default contract is linked to the ticket or task automatically.
Reviewing Recurring Services
- Select the Finance > Billing Review > Retainer Hours page.
- Set your Filters
- Click Search. A list of entries displays in the Results tab.
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Check any row you want to post.
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Click Post to post checked rows.
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You can close billing periods using the Billing Periods tab.
- Close Billing Periods - If checked, clicking this button closes checked billing periods. If the Carry Over Extra Hours to the Next Billing Cycle option is set to Yes in the retainer by hours contract, unconsumed retainer hours are carried forward to the next billing period when a billing period is closed.
Charges
Finance > Billing Review > Charges
- The Charges page lists billing entries for charges added on a ticket/project.
- Choose your filters to get a list of charges that can be billed.
- Select the billable items and post them to be billed.
