October 31, 2024
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You can write up, write down, and write off individual time and expenses or invoice amounts from the Manual Invoice and Batch Invoicing windows.

Using Manual Invoice

You can access Manual Invoice from the menu.

1. Click Billing & Invoicing.
2. Click Manual Invoice.
3. Select the Client Name to begin a new invoice.

For additional information about using the Manual feature, see the Manual Invoice article.

To write up, write down, or write off the amount of a time or expense record

1. In the Open Time & Expense Records section, click the (Expand open time records) icon next to the Engagement you want to edit. (Note: If the  icon is not displayed, there are no time or expense records to write up, write down, or write off. You can still adjust the invoice amount, as shown below.)
2. Click in the Billed column to edit the contents and specify the amount you want to be billed. Enter “0.00” if you want to write off the amount.
3. Click the  (Save) icon to save the change.
4. Close the Engagement Records
5. Click Save to save and process the invoice.

To write up, write down, or write off the invoice amount

1. In the Invoice Items section, in the Invoice Amount field, enter the amount you want to be billed. Enter “0.00” if you want to write off the amount.
2. Click the (Save) icon to save the change.
3. Click Save to save and process the invoice.

Writing up or writing down an invoice amount will write up or down all time and expenses proportionally.

Using Batch Invoicing

You can access Batch Invoicing from the menu.

1. Click Billing & Invoicing.
2. Click Batch Invoicing.

For additional information about using the Batch Invoicing feature, see the Batch Invoicing article.

To write up, write down, or write off the amount of a time or expense record

1. Select the check box next to the Engagement you want to edit.
2. Click the (Edit) icon to open the Engagement Records window.
3. Click in the Billed column to edit the contents and specify the amount you want to be billed. Enter “0.00” if you want to write off the amount.
4. Close the Engagement Records
5. Click Process Invoices to save and process the invoice(s).

To write up, write down, or write off the invoice amount

1. Select the check box next to the Engagement you want to edit.
2. Click in the Invoice Amount column to edit the contents and specify the amount you want to be billed. Enter “0.00” if you want to write off the amount.
3. Click Process Invoices to save and process the invoice(s).

Writing up or writing down an invoice amount will write up or down all time and expenses proportionally.

See It in Action

 

Learn More

• Manual Invoice
• Batch Invoicing