Changing unit price billing

To change unit price billing

  1. Open the client invoice you want to change.
  2. Change the client invoice number, status, and dates, as needed.
  3. Click the Unit Price tab. The table contains all transactions for the invoice that have billable unit price 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.

  1. 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 exit 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.

  1. Change information, as needed:

Column

Description

Phase

View only - The phase of the project

Contract units

View only - The number of units for the transaction

Unit rate

View only - The rate at which units are billed

Contract amount

View only - The contract amount for the transaction

Billing units

The number of units 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

Unit description

View only - A description of the units

Prior billed units

View only - The number of units already billed for the phase and activity

Prior billed amount

View only - . The previously billed total for the phase and activity

Total billed units

The billing units plus the prior billed units

Total billed amount

The billing amount plus the prior billed amount

Sales tax amount

The sales tax on the transaction

Units remaining

The number of units available to bill

Contract amount remaining

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.

  1. In the table, you can also choose to:
  1. Change text, total amounts, or notes for the invoice, as needed.
  2. Click the Attachments tab, and change the attachment information, as needed.
  3. If the invoice has transactions with other billing types (in addition to Unit Price), the table contains additional tabs, where you can change the following:
  1. Click Save.
  2. Click Close.