Access Time+Billing enables you to create invoices for clients at any time, and you are not restricted by any month-end rollover.
A No WIP invoice is an invoice that does not affect the WIP Ledger. When a No WIP invoice is created, the WIP Ledger is not affected and the Debtors Ledger is increased. You would use a No WIP invoice where you do not want to keep track of the WIP: For example, a set fee tax return where time is not monitored.
You can create No WIP invoices as either Temporary or Final invoices.
Enter No WIP invoices
Log in to Time+Billing.
Go to Input, Invoice (No WIP).
Complete the New Invoice (No WIP) window.
If the invoice is to include a receipt for immediate payment, in the Layout field, select a layout with receipts, and enter the receipted amount in the Receipt Amount field.
If the client makes an immediate payment, you can enter the amount in the Receipt Amount field to record a receipt of payment in Access Time+Billing. The Received by field shows you the logged in user as the staff member receiving the payment. Depending on your privilege settings in Practice Manager - Security, this field is either read-only or you can select the staff member.
Click Preview and check the appearance of the invoice.
When you are happy with the appearance of the invoice, you are ready to save it. You must specify if you require a Temporary or a Final invoice.
To create a Temporary invoice, click Save Temporary. Note: You cannot save an invoice as temporary if you have recorded a payment against it in the Receipt Amount field.
To create a Final invoice, click Post Final.
If the invoice does not include a payment, on the Verify Invoice Number window:
For a temporary invoice, click Save.
For a final invoice click either Post And Print or Post.
If the invoice includes a payment, on the Verify Receipt Number window click either Post And Print or Post.