Billing

Billing

TPS provides a quick and easy method of reviewing all of the activity of your clients.

Highlighting any client within the billing screen provides the opportunity to:

	Quick Bill - transfers the highlighted WIP to an invoice
	Detail Bill - allows you to choose which WIP items to transfer to an invoice
	Progress Bill (Interim Bill) - provides the option of determining an amount to invoice the client prior to completing the final invoice
	Provisional Mark - to create an 'unassigned' mark down in WIP
	Inquiry - review the present & historical client detail information

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Within the "Inquiry" option, there are four detail sections:

	Time - Outstanding Time entries not transferred to WIP
	WIP - WIP items not invoiced
	A/R - Unpaid outstanding invoices
	History - Paid historical invoices

Note that within each of the four sections there are several "filtering" options at the bottom of the screen that allow the user to quickly reduce the list of items to only those relevant.

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If "Detail Bill" was selected, all of the WIP items are displayed to allow the user to select only those specific WIP items to invoice at this time.

Once the items have been "highlighted", the options are to:

	Final Bill - Accept the total amount
	Final Bill at - Modify the total amount
	Transfer - move the WIP items to another client
	Select All - Quickly choose all of the WIP items to invoice

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If "Final Bill at" was chosen, TPS allows you to easily modify the total amount.

In this instance, the final bill was modified from $255 to $300, creating a "Mark Up" of $45 for this one item of WIP - several items could have been chosen together or separately.

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TPS automatically assigns a "pro-rated" amount of Mark Up to each of the selected WIP entries.

This allows you to easily track which services for a particular client are more profitable than others.

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The one line summary by client allows for the drill down to the detail time entries that make up the amount. A complete history is available of what was billed to the client last year. You will note the "Sort By" option in the lower left. This unique feature allows you to view your clients either as discreet entities or grouped together as one entity. This view assists in determining the overall status and value of client.

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From the WIP one line summary, look at the detail time & expense entries that make up the sum. For multiple bills in the same client use the filters to look only at the information you want.

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Creating a professional-looking invoice from the billing details has never been simpler. TPS is directly integrated with Microsoft Word. This integration provides all of the power and flexibility of one of the most popular word processors. TPS also makes defining the description of services a painless process. Begin by choosing to add the standard work code definition to the first line description.

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Add to the same line the information entered when the time entry was created. Simply choose "Copy to Paragraph" - no re-typing, no looking up notes. Simple and elegant.

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To further simplify your billing, TPS provides a "Library of Paragraphs" that can be added to the same billing line item by highlighting it and choosing "add to paragraph". There are no limits to how many custom paragraphs can be added.

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Each line item may include the exact amount of the service provided.

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Finally, to ensure that your invoices are error free, choose the "Spell Check" button. The details lines may be as concise or exhaustive as you wish.

To further enhance a professional company image TPS uses MS Word's template documents. With these templates, you can add your corporate logo, use all the power of MS Word's macro's, insert background "Watermarks" or standard messages. Let us show you how simple it is to modify any of the TPS invoices by sending us a sample.