Practice Manager only

There are a number of steps to be completed when raising a bill for a client. The process begins with an analysis of the clients’ work in progress (WIP) to determine which clients are to be billed and for how much. Once WIP details are identified, a draft bill can be generated for the client using the Billing Wizard.

There are times when the value of WIP entered against a client is not the exact amount that will be billed. There are four types of WIP adjustments you can make:

• Write-up/Write-on—The write-up (or write-on) feature is used to add to the total billable amount. Write-up/on amounts do not need to be entered as time or expense entries in the system.

• Write-off—The write-off feature is used to reduce the total WIP billed to a client without the unbilled amount remaining as WIP for future billing.

• Miscellaneous Charge (also used for credit notes)—A miscellaneous charge is a cost that you want to pass on to a client but has not been raised as a timesheet or expense item. It is often a fixed charge amount that you have been billed for on a client’s behalf or a one–off fee such as payment for registering a company.

• Estimate to complete—An estimate is raised when the work performed for the client has not yet been entered as WIP or posted in the system or for work which has not yet been performed. You would raise an estimate when you want to produce a bill for your client quicklyin advance, then you could can enter the WIP details in the system at a later time. You can then use the estimate bill to create reoccurring invoices via Standing Orders.

Once the bill has been completed, it must be submitted for review. Practice team members responsible for the review, authorise and post the bill in the system. Once posted, the bill is printed and sent to the client.

Bills are generated using the Billing Wizard. You can choose to bill at the assignment (AE)/job (AO) level for a client or at a more detailed task or employee level.

Any draft bills that have been prepared previously for a client can be viewed at any time from the Bills tab on the client page. A full billing history is also available for that client on the Bills tab.