To bill for time

The Time Billing Customers window should be displayed. You can reach this window from the Time Billing Command Center or through the Time Billing layout of the Sales window. (To find the Time Billing Customers window)

1. Highlight the customer you want to bill and click OK. The Work In Progress view of the Prepare Time Billing Invoice window appears, listing all the open activity slips for the customer.
2. Choose to view activity slips for all employees or vendors, a specific employee or vendor, all jobs or a specific job.
3. The default view of this window is Work in Dollars. Mark the Work In Hrs/Units selection if you prefer an alternate view of the billing information. You can change this selection at any time as you work in this window.
4. In the Bill column, enter the amount you want to bill for each of the activity slips that will be included on the invoice. If you want to raise or lower the billable amount for any activity slip, make an entry in the Adjustment column. Any activity slip with 0.00 units or $0.00 in the Left to Bill field is considered billed in full.
5. Mark the Consolidate Activities On Invoice selection if you've billed activity slips for the same activity and job number and you want those activity slips to appear as a single line item on the invoice.
6. Mark the Use Activity Slip Notes Instead of Activity Name/Description On Invoice selection if you want the notes you entered in the Enter Activity Slip window for each activity slip to appear on the invoice.
7. Click the Prepare Invoice button. The Sales window appears and the activity slips you selected in the Prepare Time Billing Invoice window are displayed.
8. If you also want to bill customers for items along with your activity slips, enter the item number in the Activity column. Enter the number of items you're selling in the Hrs/Units column and the amount of each item in the Rate column.

NOTE: In order for both activities and items on a time billing invoice, the preference I Include Items on Time Billing Invoices must be marked in the System view of the Preferences window.

9. Bill the customer for reimbursable expenses if necessary. (To bill the customer for job expenses)
10. Review the default entries that appear in the lower part of the window and make any changes that are needed. (Additional information in the Sales window and To enter payment details)
11. If you want to print the invoice, click the Print button. Otherwise, click Record. You can print the invoice later if you like, using the Print Invoices window.