Manage manual bills

Managers Partners  Billers

The Billing Portfolio is a useful management tool for drafting, editing and confirming bills.

Using the Billing Portfolio to Manage Manual Bills

Manual bills are used when billing jobs that are either continuous with no end date or when manual intervention is required when raising the bill to determine how much is to be billed. These bills can be drafted from the Client Owner, Service Owner or Job Owner portfolios.

Only clients and services with jobs that have billing types of Manual will be displayed.

My Selected Clients

Checkboxes against each line allow the user to add the clients to the My Selected Clients portfolio. This enables user to create a list of clients that are to be billed.

Drafting the Bill

Each line within the Client Owner, Service Owner, Job Owner or My Selected Clients portfolio has an action to create a New Draft Bill. Clicking New Draft Bill will open the New Draft Fee page. Please refer to the Manual billing scenario for further information on drafting the bill.

Drafts as Owner/Creator

Any drafted but not confirmed bills will appear in the Drafts As Owner or Drafts as Creator portfolios.

This portfolio allows any drafts to be edited or confirmed from the action’s menu. The available actions are dependent upon the status of the draft bill.