Billing methods in Practice CS

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Practice CS provides five methods for creating invoices:

These are provided so that you can choose a method that will require the least amount of time and effort to produce a bill while providing the flexibility you need.

This topic provides attributes of each to help you choose the method that best meets your billing needs. It does not provide instructions for using each method. For more information about how to use the chosen billing method refer to Practice CS Billing WalkThrough.

Note: Billing method should not be confused with the two types of billing provided for producing invoices without relieving WIP: Progress Billing and Adjusting Entry, These types of bills are produced using the Detail Billing method.

For additional information on Progress Billing refer to Billing without relieving WIP using progress bills.

Detail Billing

Detail Billing requires the greatest time and effort to produce a bill but is also the most flexible. Because of its flexibility, it is the most commonly used billing method.

Progress Bills and Adjusting Entries are entered through Detail Billing.

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Recurring Billing

Recurring Billing requires significantly less effort to produce the invoice while providing very limited flexibility. Recurring Billing is best suited for clients that you bill the same amount on a regularly scheduled basis.

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Note: For instructions for setting up and using recurring billing see the following topics:

Quick Billing

Quick Billing requires significantly less effort to produce the invoice while providing limited flexibility. Quick Billing is best suited when you are billing all available WIP for a specified amount.

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Standard Billing

Standard Billing requires significantly less effort to produce the invoice while providing very limited flexibility. Standard Billing is best suited when you are billing all available WIP for the value of the WIP.

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Zero Billing

Zero Billing provides a quick way to bill all available WIP for zero dollars. This is useful when you are writing off all WIP for a client or reconciling progress bills against unbilled WIP. Zero Billing is a fast alternative to using Detail Billing when all WIP is being written off and/or all Progress Bills are being reconciled.

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