• Customizing final invoices
• Setting the defaults for invoice details
• Specifying invoice details for a client
• Options for final invoices
• Displaying extended work code descriptions on an invoice

Options for Final Invoices

The following four options are available for final bills (these options are not applicable for interim invoices):

Option 1 - user marks the time billed

Select Option 1 when you specifically want to mark the time, expenses and interim invoices that you want included in the final invoice. Any difference between the total of these items and the final bill invoice amount is automatically included as a write-down or write-up and distributed proportionally among the entries marked.

Option 2 - automatically marks all unbilled time

Select Options 2 when you want Time to mark automatically all unbilled time, expense and interim invoices with dates prior to and including the final invoice date or carry forward amounts. This eliminates the need to mark all these items as required with option 1.

Option 3 - invoice amount is automatically calculated

Similar to option 1, except the invoice amount is automatically calculated as you mark the items in WIP. Do not use if you want to write-up or write-down amounts on the invoice.

Option 4 - user marks and calculates writeup/down

Similar to option 1, except this allows the user to assign any difference between the total of the items marked and the final bill invoice amount manually in the WriteUp/Down column.

Notes

• When one returns to an invoice to edit it, it has the previously chosen option still in effect.