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You are here: Courses > Billing on Client Invoices > Unit 2: The project - Putting the picture together > Overview
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When you enter time to a project, Ajera adds the billing amount for labor to the invoice. It uses the following process to add the time as either an invoiced or a noninvoiced transaction:
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For this billing type |
This happens |
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Time & Expense |
Ajera adds the amount as an invoiced transaction for work performed before the billing cutoff date and as a noninvoiced transaction with a status of Defer for work performed after the billing cutoff date. To view noninvoiced transactions, click the Entries button when changing a client invoice. This opens the Noninvoiced Time and Expense Entries window. The window automatically displays work-in-progress (WIP) with a status of Defer or Hold. You can customize the window so it also displays Nonbillable or Write-off WIP entries. You can use this window to change WIP status to Billable, if needed. |
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Fee-based |
Ajera adds the amount as a noninvoiced transaction. To view noninvoiced transactions, click the Entries button when changing a client invoice. This opens the Worksheet Time and Expense Entries window. The window automatically displays WIP with a status of Billable. It can also display WIP with a status of Defer, Hold, Nonbillable, or Write-off. You can use this window to change WIP status to Billable, if needed. |
This is how Ajera determines the billing amount:
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Step |
Description |
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1 |
Ajera first looks to the exceptions table in the billing rate table selected for the project. |
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2 |
If Ajera does not find a billing rate for the labor transaction, it multiplies the employee's cost amount by the markup percentage in the billing rate table. (Ajera calculates the cost amount by multiplying the hours entered in the timesheet by the employee's cost rate.) |
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3 |
If Ajera cannot determine the billing amount, it adds a zero billing amount to the invoice and highlights the invoice in yellow in the Client Invoice List. |
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