Bill clients at standard

Use the Standard Bill option to bill a client for the full work in progress (WIP) amount.

  1. Choose Time & Billing > Billing.
  2. In the Billing Selection screen, select an invoice date.
  3. Mark the checkbox for each client that you want to bill.
  4. Click Standard Bill.
  5. The invoice is now available on the Review Invoices tab.

Note: If you are licensed for Documents, invoices that you create are stored automatically in Client Documents.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Was this article helpful?