Adjusting Bill Amounts

You can write up or write down the WIP amount when you are billing. The firm billing settings determine whether your adjustments are allocated by hours or by amounts, or if you can choose an allocation option each time you bill WIP.

Note: If you bill time and expense transactions at the same time, the write up/write down adjustment will be by amounts. This is true regardless of the write up/write down setting selected by the firm.

To adjust billing amounts, do the following:

  1. ClosedOpen the Bill Amounts window.
    1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
    2. Select the Clients, Client Billing Groups, or Projects tab.
    3. Locate the record you want in the grid and select Actions > Bill.

      Note: You can use search or filters to help you locate the records you need. To use search, enter a client’s or client billing group's name or ID in the Search and bill box. Click the client name if you see it, or press Enter. See Using the Billing & Invoicing Filters for information about filters.

    4. Select the check box for each WIP item you want to write up or down. You can select both time and expense transactions.
    5.  Click Bill.
  2. Enter the adjusted bill amount.
  3. If needed, select whether to prorate by hours or amounts. This option is only available if your firm has selected to allow a choice with each billing decision. See Setting Billing Options for the Firm for more information.

    Note: If both time and expense transactions are selected, the adjustment is made by amounts, regardless of the setting selected in the firm configuration.

  4. Adjust the allocation percentages, if necessary.
  5. If needed, select a reason code.
  6.  Click Apply to save your billing decisions and return to the grid.

    Note: An arrow displays in the status column if the transactions have a write up () or write down (). You will also see the write up or write down amount in the WU/WD column. Write-downs appear in red and in parentheses.

  7. Click Edit Invoice to move to the Edit Invoice screen or click Save to save your changes without creating an invoice.