Use the options on this screen to create a new billing record or edit the existing billing records.
Key fields are carried from the Billing Schedule screen.
Date Entry Fields
Project: (required)
ID of the project associated with the billing schedule. Enter an ID or click Search 
to select one from the list. Only Active projects are visible in the list.
Contract Type: (Read-Only)
Contract type of the project selected in the Project field. This carries forward from the Project screen.
Contract Amount: (Read-Only)
Contract amount for the project chosen. This carries forward from the Project screen. A value displays only for fixed type projects or when a value is entered as an informal reminder.
Client Retainer: (Read-Only)
The amount desired from the client which is retrieved from the Project screen. It is for reference only and does not indicate the retainer paid actually by the client.
Project Retainer: (Read-Only)
The retainer amount allotted for a selected project.
Bill No.: (required)
Sequence number for the billing records. Web Suite automatically enters bill number in this field after you click New button. Each row represents one invoice to be generated. It is a non-editable field.
Reminder Date:
The date when you want to be reminded of the schedule for billing in future. This is not the date for the billing schedule entry to appear in the Billing Review screen for invoicing. A project must have at least one time entry during the billing period to generate a billing record in Billing Review based on the schedule. Enter the month, day and year, or click to select one from the drop-down calendar.
You can view the billing reminders on the Web Suite home page
Amount: (required)
Bill Amount for the invoice before retainer, if any, is applied. Enter a value, or use the Percent of Contract Amount field (see below) to calculate it. Into whichever field you enter a value, the other is automatically calculated.
Retainer:
Portion of the retainer applied to the invoice. Enter a value, or use the Percent of Retainer Amount field (see below) to calculate it. Whichever field you enter a value into, the other is automatically calculated. The value carries forward to the Retainer field in Billing Review.
Net Bill:
Net Bill amount for the invoice. Net Bill calculated here is not the same as Net Bill for a project in the Billing Review screen. The former adds Main Service Tax and Billable Expenses to it to produce the latter value.
Net Bill = Bill Amount - Retainer
% Contract Amount:
Percent of the contract amount to bill on the invoice. The value you enter here changes the Bill Amount accordingly and vice versa.
% Retainer:
Percentage of the retainer to apply on the invoice. The value you enter here changes the Retainer Amount accordingly and vice versa.
Ext:
Checked, time entries tagged Xtra are included as a part of the project's contract amount. Unchecked, Xtra time entries are excluded from the project's contract amount.
Exp:
Generally, billable expenses are not included in the Contract Amount and are separately charged to the client as reimbursable expenses. Checked, billable expenses count against the project's contract amount. Unchecked, billable expenses are considered in addition to the project's contract amount.
Note:
Enter the text to describe the importance of a billing record in this field. You can record information of any length.
Show Notes On Inv:
Checked, the text entered in the Notes field becomes an invoice memo. The memo prints on standard invoice templates designed to show it.
Help:
Displays the Web Suite Help in the Billing Schedule section.
Print:
Click to preview and print the Billing Schedule report. The report will include only the items in the grid. Preview displays the full screen representations of the report and enables you to choose either printing or exporting the report.
Update: (Edit Mode)
Saves the changes made to an existing bill. Update button is visible only when you select the record to view or edit it.
Save:
Saves the details recorded to create a new bill. Save button is only enabled in the new mode.
New: (New Mode)
Enables you to create a new bill.
Refresh:
Refreshes the contents of the page.
Return:
Closes the screen and takes you to the Billing Schedule screen.