New Billing (Billable Services) Dialog Box

Required fields are in blue.

1. Click the Billing Type arrow to select Billable Services.

2. In the Client Name box, click the magnifying glass icon to select the client this billable service is for. The Select Client dialog opens. Select the client.

3. In the Charge Date box, enter (or use the calendar icon to select) the date the charge item occurred.

4. In the Billable Hours box, enter the billable hours for this specific billing item. (Numeric with two digits and one decimal.)

5. In the Hourly Rate box, enter the per hour rate charged to the client. (Numeric with up to five digits and two decimals.)

6. In the Amount box, the amount of the bill is displayed (Billable Hours * Hourly Rate). You may not edit this box.

7. Click the Discount Method arrow to select the method used to discount the charge. The default is None. (If you select By Amount, you will need to enter the Discount Amount. If you select By Percent, you will need to enter the Discount Rate. The entered Discount Amount or Discount Rate will change the number listed in the Amount Box.)

8. In the Description box, enter a description of this charge.

9. To save this billable service and enter a new billing, click . To save this billable service and close out of the dialog box, click .

Note: Billable services include initial consultation and account setup, regular review of clients' financial needs and account information, etc.