See
also:
AR
Features
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Everything you do for a client
is billed by adding an invoice into Accounts Receivable.
Clients can be billed for anything you do -- whether
you’re billing an estimate, an advance, a retainer, a service charge,
or a job’s final costs. A/R invoices are seamlessly integrated
with jobs and costs, so billing is particularly quick and easy -- and
can be mostly automatic.
Every kind of client invoice -- including deposits, retainers, advances,
credits, and discounts -- should be added into Accounts Receivable.
Invoices have one or more line items, which contain the actual billing
amounts. Every task on a job can be billed as a separate line item on
an invoice, providing your clients with a clear, detailed billing --
one that looks like their estimate. (Click here
for more billing/accounts receivable features.)
To use the Billing/Accounts Receivable window
1 Choose Accounting > Billing/Accounts Receivable.
The Billing/Accounts Receivable window opens, displaying the last added
invoice.
Use the Billing/Accounts Receivable window’s toolbar buttons to
add, edit, edit amounts, delete, and print invoices. Clicking on a button
is the equivalent to choosing a File or Edit menu command.
Click the next or previous buttons to select the next
or previously added invoice. You can find an invoice by entering its
invoice number then clicking the find button. (To search for
invoices by number, sequence, job number, or date click the find
more link then follow the prompts.) As you browse from invoice
to invoice, Clients & Profits keeps track of the last 25 invoices
you've viewed. You can jump back to a previously-displayed invoice using
the history pop-up menu. For tips on using the Accounts
Receivable window, see the Billing
FAQ.
To invoice unbilled job tickets
Clients & Profits provides an innovative feature that can dramatically
simplify your billing, called auto-billing. Auto-billing creates invoices
automatically for all of your unbilled jobs. It’s the same result
as if you’d entered an invoice for each of your unbilled jobs.
Instead, auto-billing does the work for you. Click
here for step-by-step instructions.
To add an invoice
Client billing is based on jobs, tasks, and costs you've posted against
them. Job tickets track everything you spend by task, whether it's time,
buyouts, or out-of-pocket expenses. Click on a link below for step-by-step
instructions:
To edit an
invoice
Anything on an unposted invoice can be changed, except
the invoice number, before an invoice is posted. Once an
invoice is posted, you can only change the description
and other basic information.
1 From the Accounts Receivable window, find an
invoice.
2 Click the edit
button.
3 Make your changes, then click Save.
To delete an invoice
Once an invoice is posted, it can’t be deleted --
only adjusted with credit invoices. Or it can be unposted
if it hasn’t been paid yet.
1 From the Accounts Payable window, find the
invoice.
2 Click on the delete
button, or choose Edit > Delete.
Once the invoice is deleted, its number can be used
again.
To add, edit or delete billing amounts
Billing line items contain the real details about an
invoice. Almost everything about an invoice line item can
be changed until the invoice is posted. The invoice
itself only contains a general description of the
billing, while the line items contain the actual tasks
and amounts. Click
here for step-by-step instructions.
Printing Accounts Receivable Reports
A/R Reports summarize invoices, showing what you've
billed to clients, jobs, and G/L accounts. A/R reports
can be used for reporting sales, tracking billings by
client, and auditing your accounting. Click
here for step-by-step instructions.
Printing Invoices
Client Invoices can be printed any time after they are posted. Invoices
can be printed individually, or in batches for a range of invoice numbers.
A batch of invoices can also be printed for the same client and a range
of invoice dates; this option lets you print the month’s invoices
for one client quickly and easily. Click
here for step-by-step instructions.
To edit an invoice's description
1 From the Accounts Receivable window, find an
invoice then click the description button.
2 Make your changes, then click Save.
To change an invoice's options
1 From the Accounts Receivable window, find an
invoice.
2 Click on the Options link.
3 Make your changes, then click Save.
The Billing Worksheet
Although the job's costs don't actually appear on the
invoice, they are billed when you add an invoice
This means that you’ll always know when vendor
invoices, time entries, checks, and expenses were billed
to a client, the amount billed, and the client’s
invoice number. Learn
more about the Billing Worksheet here.
The Client Diary/Call Log
The Client Diary/Call Log window lists all of the entries
users have made about interacting with the client,
whether it is a phone call or just a note (a diary entry)
about something that is going on. Learn
more about the Client Diary here.
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