Working in the Time Billing Command Centre, you'll create activities and enter activity slips to track tasks or services provided by your company for which you can track costs and bill customers on time billing invoices.
When it's time to enter a sale, you can easily and automatically enter the activity slips on a time billing invoice. You can enter time billing sales in two ways -- using the Work in Progress feature in the Time Billing layout of the Sales window or the Prepare Time Billing Invoice feature of the Time Billing Command Centre. In this section we'll discuss using the Work in Progress feature. For information about the Enter Time Billing Feature see Billing for time using the Time Billing Command Centre.
If you're creating an invoice for a customer for whom you have work in progress, you can enter activities automatically using the Prepare Time Billing Invoice window.
Using the Prepare Time Billing Invoice window allows more flexible, detailed and accurate activity slips and time billing records. You can bill for activity slips partially or in full. You can also enter adjustments to the billing amounts on the activity slips before you include them on the invoice. When you record the invoice, your activity slips are updated automatically.
You can also enter activities on a time billing invoice manually, but no activity slip records will exist for the activities you include. Many time billing reports are based upon activity slip records, so you may want to enter activities automatically using the Work In Progress view of the Prepare Time Billing Invoice window instead.
Items can also be entered on a time billing invoice. If you wish to include items on a time billing invoice, the preference I Include Items on Time Billing Invoices must be marked in the System view of the Preferences window.
Click below for the step-by-step procedure:To enter activities (automatically) and items on a time billing invoice - Step 4 of Entering sales
To enter activities (manually) and items on a time billing invoice - Step 4 of Entering sales