Bill your clients
Once you have made time & expense entries, you can bill a client by choosing Time & Billing > Billing.
On the Selection tab, choose an invoice date and a billing method. You can bill by client, service, or project.
- Select the items you want to bill by marking the boxes for each.
- Use the button to control whether zero balance WIP items are displayed.
- Click Standard Bill to bill for the full work-in-process (WIP) amount.
- Click Detail Bill to bill individual WIP items, to create progress entries, or to enter billing adjustments.
- Click Export to create a Microsoft Excel file with the information from your billing entries.
Click the Review Invoices tab to view, edit, delete, send, or export invoices you have already created.
Click the Statements tab to create billing statements for clients with accounts receivable balances.