Changing percent complete billing
- Open the client invoice you want to change.
- Change the client invoice number, status, and dates, as needed.
- Click the Percent Complete tab. The table contains all transactions for the invoice that have billable percent complete amounts.
| Note: | Some transactions may not be eligible for billing. For example, you may be tracking but not billing time and expense transactions. These transactions do not appear on the invoice but are only attached to it. |
- To see or change detail entries, select the appropriate phases, and click the Entries button. The Worksheet Time and Expense Entries window appears. Click Save to save any changes. Click Cancel to close the window.
| Note: | Timesheet entries that were rejected have a status of Hold and appear in light brown. You cannot change the status on these work-in-progress items until the time is unrejected. |
- Change information, as needed:
|
Column |
Description |
|---|---|
|
Phase |
View only - The phase of the project |
|
Contract amount |
View only - The contract amount for the transaction |
|
Percent to bill |
The percent of the contract amount billed on the invoice for the transaction. |
|
Billing amount |
The amount billed on the invoice for the transaction |
|
Optional columns: |
|
|
Activity type |
View only - The activity for the transaction |
|
Prior percent billed |
View only - The percent of the contract amount that has already been billed |
|
Prior billed amount |
View only - The previously billed total for the phase and activity |
|
Total percent billed |
The percent of the contract amount for this phase and activity that has already been billed |
|
Total billed amount |
The billing amount plus the prior billed amount |
|
Sales tax amount |
The sales tax on the transaction |
|
Contract remaining amount |
The amount of the contract available to bill |
|
Billable WIP |
The amount of billable work-in-progress (WIP) |
|
Notes |
|
- In the table, you can also choose to
- Add any optional columns.
- See totals by right-clicking in the table and clicking Show Totals.
- Sort and group transactions to view them differently.
- Change text, total amounts, or notes for the invoice, as needed.
-
Click the Attachments tab, and change the attachment information, as needed.
- If the invoice has transactions with other billing types (in addition to Percent Complete), the table contains additional tabs, where you can change the following:
- Click Save.
- Click Close.
