The Billing Screen allows you to create, print and administer invoices.
To access the Billing screen choose Tools | Billing from the main
screen menu. The following screen will appear:
The billing screen constsist of the toobar at the top, the Invoice
Details section, the Filter section and the grid tab at the bottom. The
first tab on the grid tab shows all invoices that match the current
client filter. The Time tab lists all billable time that matches the
client filter. The Expenses tab lists all the expenses that matches the
If a client was selected on the main screen, the billing screen will
show only invoices from that client. Otherwise all client invoices will
be shown. To show invoice data for another client simply choose that
client from the Client pull-down list. Setting a blank client will show
data for all clients.
To load an invoice simply click on that invoice from the bottom grid.
To edit that invoice click the edit button on the toolbar. You can also
edit an invoice by double-clicking the invoice in the grid below. To
save the edited invoice click the Save button on the toolbar. To delete
the invoice click the delete button on the toobar. To add a new invoice
click the Add Invoice button on the toolbar. In the Invoice Details
section enter the invoice details and press the Save button when you
To generate an invoice just click the print or preview button. All
time and expense records that match the client and which are within the
date range will be assigned the current invoice number and the invoice
will be printed out.