To enter activities (automatically) and items on a time billing invoice
- Click the Work in Progress button. The Prepare Time Billing Invoice window appears with the Work In Progress tab selected. All the customer's open activity slips appear in the list.
- Don't worry if you see some slips you don't intend to bill for, but be sure the invoice or all the slips you want to include are displayed. There are different ways to view an activity slip:
- Enter the amount or number of hours you want to include on the time billing invoice in the Bill field. The amounts in the Left to Bill field will change to reflect your entry. Any activity slip with 0.00 units or £0.00 in the Left to Bill field is considered billed in full.
- Enter any adjustments you want to make for each activity slip using the Adjustment field. Enter adjustments just as you would in the Enter Activity Slip window. The amounts in the Left to Bill field will change to reflect your entries.
- Mark the Consolidate Activities On Invoice selection if you've billed activity slips for the same activity and job number and you want those activity slips to appear as a single line item on the invoice.
- Mark the Use Activity Slip Notes Instead of Activity Name/Description On Invoice selection if you want the notes you entered in the Enter Activity Slip window for each activity slip to appear on the invoice instead of activity names or descriptions.
- Click the Prepare Invoice button. The Sales window appears and the activity slips you selected in the Prepare Time Billing Invoice window are displayed.
- If you also want to bill customers for items along with your activity slips, enter the item number in the Activity column.
NOTE: In order to include both activities and 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.
- Enter the number of items you're selling in the Hrs/Units column.
- Repeat steps 8 and 9 for each item you wish to add to the invoice.