Prebilling Edit Routines Features and Functions
Pre Billing Edit Routines: The process of preparing billing information can become quite tedious unless the user receives some assistance from the system itself. This question lists some of the steps users could or should take as they prepare for billing.
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- Mark engagement as non-billable (temporary)
- Mark engagement as complete or ready for billing
- Mark task as complete or ready for billing
- Exclusion of line item
- Adjustment of line item
- Partial billing of line item
- Complete billing of line item
- Input free form narrative
- Modification of default billing rates
- Modification of transaction descriptions
- Insertion of summary billing descriptions
- Transfer item from non-billable to billable
- Summary adjustment of entire job
- Close job with outstanding transactions
- Close job with no prior billing
- Transfer time/expense to another job
- Group small expenses into single category
- Apply retainer to invoice/engagement
- Modify/select another invoice format
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Job Invoicing Features and Functions
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