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Practice Manager only

When a bill is created for a client, it is held as a draft bill until it is posted. Draft bills can be viewed from the:

Draft Bills page—which lists all current draft bills for the practice.
Bills tab on the client page—which lists all the draft bills for the selected client, whether raised at the client level or assignment (AE)/job (AO) level.
(AE) Bills tab on the Assignment Details page—which lists all the draft bills raised for the selected assignment.

The Draft Bills area within the Bills tab on the client page (and, in MYOB AE, the Bills tab on the Assignment Details page) lists the draft bills that have been created. It displays the following columns:

Column	Description
Draft No.	This is a system–generated number that cannot be edited. It is different from the invoice number which does not get assigned until a bill is posted. The invoice number and draft number are not linked and will not be the same.
Date Created	This displays the date the draft bill was created.
Entry Status (AE)	This displays whether the bill is in Draft, Submitted or Authorised status.
Lock Status (no column title) (AE)	This displays whether the draft bill is locked by the current user (indicated by ), locked by another user (indicated by ) or unlocked (no icon is displayed).

When you view a list of draft bills from any of these places, you also see the date when the bill was created. In MYOB AE, the entry and authorisation status are also displayed. The Draft Bills page also includes the name of the employee who created the bill, any write-off amount and the bill total.

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In MYOB AE, if you are responsible for authorising bills and are set up to have either the Partner or Practice view of the main homepage, you can choose to display the Bills approval window. This lists any bills that are ready for your authorisation and also shows the current status of each bill. From here you can click an item to go to the relevant client or employee homepage. You can also authorise the items directly from here using the buttons at the bottom of the window.

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title	To edit a draft bill

Open the Assignment Details page (AE) or clientpage for the client. See Finding and opening clients and contacts and Finding and opening assignments (AE).
Click the Bills tab.

Double-click the draft bill in the list
Alternatively, right-click the draft bill that you want to edit and select Edit.
The Billing Main page opens in Edit Bill mode.
or
If the draft bill includes transactions already in another draft bill, the Bill includes transactions already in another draft bill window opens displaying the draft bills that have already been allocated with the same transactions. Click OK to continue.
or
If the draft bill includes transactions that have been added after the creation date, the Bill includes transactions dated after invoice date window opens. Click OK to continue.

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You cannot open a draft bill in Edit Bill mode if it is locked and being edited by another user. When you open a draft bill in Edit Bill mode that is being edited by another user, the Bill is already being edited window opens. Click Yes to open the draft bill in View Only mode or click No to cancel.
If you want to unlock and edit or delete a locked bill, see To unlock and edit a draft bill.

Edit the draft bill as required.
Open the Bill Amounts window to allocate WIP to the bill value.
Open the Bill Address window to select the billing address.
Open the Bill Paragraphs window to modify the bill paragraphs.
Click OK.
To save your changes and close the Billing Main page.
or
Click Post.
To finalise your bill and open the Bills Ready to Print window.
or
Click Cancel to close the Billing Main page without saving your changes.

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title	To unlock and edit a draft bill

A draft bill is locked when a user opens it in Edit Bill mode (see To edit a draft bill).

Icon	Description
	This icon indicates that another user is editing the draft bill.
	This icon indicates that you are currently editing a draft bill.

If you need to edit a draft bill locked by another user, you can unlock it and then proceed with the edit.

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This may cause potential duplicates of billing information against the timesheet transactions.

Open the Assignment Details (AE) or client page for the client. See Finding and opening clients and contacts and Finding and opening assignments (AE).
Click the Bills tab.
Right-click the draft bill you want to unlock and click Unlock. The Bill is already being edited window opens.
Click Yes. This will unlock the draft bill. The icon is no longer visible beside the draft bill, indicating that it is unlocked. The draft bill can be opened and edited or deleted.