• 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

Manual Adjustment of Write-offs

In previous versions of Time, write-offs were calculated and distributed to the billed items on an invoice according to their percentage of the total. Now write-up/write-down amounts can be assigned to each line in any proportion wanted.

Choosing Final Billing Option 4 - "User marks and calculates writeup/down" lets the user enter amounts in the WriteUp/Dn column to adjust the invoice.

To adjust the write-up or write-down on time and expense transactions:

1. Enter the client number.
2. Select or type the invoice number.

• If converting an interim invoice, enter the invoice number.
• If no interim invoice for these charges was created previously, click the New button.
• 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.

1. In the Type box, choose Final.
2. Enter the invoice date.
3. Choose the appropriate billing format.

4. Enter the amount of the invoice.

   Note: Taxes are automatically calculated but can be overridden if necessary.

5. Click the Edit Memo button to enter additional lines of information.

   Note: You can set the font for memos.

6. In the Final bill option number box, select Option 4 - user marks and calculates writeup/down.
7. Check the boxes beside the time and expense items to bill. Any difference between the invoice amount and the billed items is automatically included as a write-up or write-down.

8. Distribute the write-up/down amount manually among the ticked items. An item must be checked in order to enter a write-up/down amount to it.

   Note: The adjustments are in balance when the amount in the Balance cell is zero.

Notes

• The Billings from WIP dialog cannot be closed and other invoices cannot be created or modified until the adjustments balance.
• If the Manual adjustment of write offs is selected, then proration of adjustments among staff is deactivated. Thus, to prorate write offs among staff, change the billing option to 1, 2 or 3.

Manually adjusting write-offs