Billing Menu

This menu contains options related to the billing procedures and invoices.

1. • Billing Review-Opens the Billing Review screen. Billing decisions are made here.
   • Invoice Review-Opens the Invoice Review screen. All invoice records that exist in your Web Suite database can be reviewed and finalized here.
   • Payments-Opens the Payment screen. It allows direct input of payments as well as a review of previous payments.
   • Manual Invoice-Opens the Manual Invoice screen. It enables you to create a quick invoice for a project that has no time or expense logged to it.
   • Billing Schedule-Opens the Billing Schedule screen. You can set up schedules for easy and regular billing of projects.
   • Memorized Invoices-Opens the Memorized Invoices screen. Here you can view all active memorized invoices.
   • Statements-Opens the Statements screen. Various statements can be printed from here or the Invoice Review screen.
   • Retainer History-Opens the Retainer History screen. The Retainer History screen provides all the useful and detailed client and project retainer information. 
   • Credit Memo-Opens the Credit Memo screen wherein you can create and print credit memos and payments.
   • Collections-Opens the Collection Center screen which allows you to track your A/R and manage all your collections from a single screen.