• Overview
• Interim invoices
• Creating final invoices with items manually billed
• Creating final bills with all WIP items automatically billed
• Creating final invoices with the total calculated automatically
• Writing off time and expenses
• How to...
• Manual Adjustment of Write-offs
• Example: Manually adjusting write-offs
• Carry Forward in WIP
• Specifying the amount you would like to carry forward
• WIP Balance Limit

To create an interim invoice

1. On the Process menu, click Billings/Invoices, and then Billings from WIP.
2. Enter the client number.
3. Click the New button.
4. Enter the invoice number.
   • If automatic invoice numbering is "ON", then clicking the "New" button inserts the next number in the sequence in the Invoice No. box.
   • If automatic invoice numbering is "ON" and the option to override is selected, then to override the automatic number, answer No to the Create a New Invoice dialog and then enter a new number instead. When overriding is not activated, the invoice number field is read only and appears grayed out.
5. In the Type box, choose Interim.
6. Enter the invoice date.
7. Choose the appropriate billing format.
8. Enter the amount of the invoice.
   Taxes are automatically calculated but can be overridden if necessary.
9. Click the Edit Memo button to enter additional lines of information. Tip: You can set the font for memos.
10. Click Post to GL to post the invoice amount to the general ledger.
11. Click to view, modify, or print the invoice using CaseView.

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