Set Billing Frequency

Billing flexibility has been racheted up again. Users asked for an easier and faster way to schedule projects to be billed. So, we added the Billing Frequency feature to BillQuick 2008.

Let's step through an example. Say you have a client that you bill hourly but you only bill them every other month (bimonthly).

1. On the Project screen, select a project. In this case one is chosen that has time and expense entries.
   
   

2. Move to the Billing tab. In the Frequency field, select Bimonthly. Click Save.
   
   

3. To trigger the reminder to bill the project, set your computer's clock ahead two months.
   
   

4. Now on the Reminders screen (View, Reminders menu) you can see the projects waiting to be billed. When you double-click on the row, it takes you to the Billing Review screen.
   
   

5. All the information for the project is pre-filled. It includes all work in progress for the project. Now you can make billing decisions - exclude items, write off items, adjust the bill amount, apply retainer, etc. and process the billing into a draft or final invoice.