Time Billing & Project Management




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LAST 10 KNOWLEDGE BASE ARTICLES

  • I am having trouble activating or licensing my software   1/18/2010
    (Article #: 475 )  I need help licensing my software


  • How can I apply the retainers?   12/24/2009
    (Article #: 474 )  A retainer can be applied to a net bill prior to processing your invoice or it can be applied just like a payment.


  • Can I change the session timeout settings for Web Suite?   12/24/2009
    (Article #: 473 )  Can I change the session timeout settings for Web Suite?


  • BillQuick 2009 on Windows 7   12/24/2009
    (Article #: 472 )  Does BillQuick 2009 run on Windows 7?


  • How do I setup multiple billing rates for my employees?   12/24/2009
    (Article #: 471 )  BillQuick has an advanced feature called the Service Fee Schedule. Creating fee schedules will allow you to bill your employees at different rates per project or activity.


  • Recording a retainer payment   12/24/2009
    (Article #: 470 )  You may record retainers to either a client or a project. This depends on the selection you make in the payment screen. Follow the steps below to record a retainer in BillQuick.


  • How can I reset the write up/down on an invoice?   12/24/2009
    (Article #: 469 )  I have applied a write up/down but I need to set this back to the original amount.


  • How do payment terms work when sending invoices to QuickBooks.   12/24/2009
    (Article #: 468 )  I have set my payment terms in BillQuick and have transferred the invoice to QuickBooks. When the invoice shows in QuickBooks it has a payment term of Net 30 which is different than what is set in BillQuick.


  • How do I create percent complete invoices?   12/24/2009
    (Article #: 467 )  Timekeepers should track their time without regard to the billing or contract type. You may bill a “flat fee” or a percentage of a fee--even though there are billable hours charged to the project. By tracking all time charged to the project, you can get a very accurate analysis of your profitability. You can always change the Net Bill in the Billing Review screen to reflect a percentage of a fee or any amount you wish to bill. The invoice template will determine the level of detail you show the customer. Following is an explanation of how to create Percent Complete type invoices. Percent Complete Invoices can be created in two ways, manually or by the wizard.


  • Project Status Main—What does it do?   12/24/2009
    (Article #: 466 )  What is the effect of changing the status of the project from Active to Main?


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