Changing percent complete billing

To change the percent complete billing

1. Open the client invoice you want to change.
2. Change the client invoice number, status, and dates, as needed.
3. 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.

4. 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.

5. 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) associated with the invoice. Any WIP with a status of Hold or Defer is not included.
Notes	Enter or change any notes.

6. 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.

7. Change text, total amounts, or notes for the invoice, as needed.

8. Click the Attachments tab, and change the attachment information, as needed.

    
9. 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:

• Fixed fee billing
• Unit price billing
• Percent of construction billing

10. Click Save.
11. Click Close.