The Billing Basket

The grey toolbar with the Abort button at left is known as the Billing ‘basket’. Here you can review Fee Client billing and, if necessary, remove one or more Jobs from the Bill.

• Cancel Edit – Click tocancel the current session, e.g. abort an entire Draft Bill.

  Cancelling a Draft Bill before the first save event deletes the Draft Bill. Cancelling a Bill after the first Save or Preview cancels all changes made since the last save and then closes the Bill.

• Entity Currency – Filters the Client/Job Selection grid according to the selected Entity Currency.

  Available only if Entity-level Functional Currency Processing is enabled in your implementation of Star: Billing.

• Date – The invoice date. Click the calendar control to select an alternative date.

  Except where Multi-currency Billing is in use, the invoice Date can be changed up to and including the point at which the Bill is approved. Any associated WIP is recalculated at the rate available closest to the bill date.

  Where Multi-currency Billing is in use, the invoice Date can be changed only before the first Job is billed, at which point the Date field becomes read-only. (The Bill Date is Date Approved switch does not apply to Multi-currency Bills.) Floating currencies require an exchange rate for the date of the bill. For all other currencies, WIP is recalculated at the rate available closest to the date of WIP.

• Currency - Select the Billing Currency for this invoice (the functional currency by default).

  Currency selection is available only where Multi-currency Billing is in use.

  The Billing Currency must be selected before Jobs are added to the Bill, at which point the drop-down is disabled. To change the Billing Currency for an active Bill you must Abort Cancel the Bill, select the Currency, and then add Jobs to the Bill.

  Warning messages are displayed:

  • If the WIP Currency is other than the default Currency on any billed Job.
  • If no valid exchange rate is found. Billing is then aborted until the billing Date is changed.
  • If missing exchange rates mean that any WIP is valued at Zero.

  When a Billing Currency other than the functional currency is selected, all values at Job level - Bill and WIP Amount, WIP and Expenses Bill and Allocated, and VAT (tax) values - are displayed in the Billing Currency. Where these values are editable, this is indicated by the relevant Billing Currency symbol prefix in all relevant column headers, as illustrated below.

  

  Where Multi-currency Billing is in use, Star currently supports only values to two decimal places.

• Format – Select the correct Format (layout) for the invoice.

  Bill formats are defined in Star Practice Management by SSRS reports. A single bill Format might be used for multiple legal Entities, but an invoice can include only Jobs from a single legal Entity.

  The Format drop-down displays the relevant filename after the Report name in two columns, Name and File , ordered by Name .

• Fee Client – Displays the first Client billed. Use the drop-down to select any other Client billed in this invoice to be the Fee Client.

  A bill can contain WIP from multiple Jobs and/or multiple Clients, e.g. parent Company and holding company. The Fee Client should be the Client responsible for the debt, i.e. the Client who will receive the bill into AR.

  The address on the invoice is automatically updated to that of the selected Fee Client.

• Total – The total to be billed. Select the drop-down for a breakdown of the Total by Client/Job.

  

  To remove a Job from the Bill, click Remove .

  Every Bill must retain at least one Job.