Invoices: View Time Entries and Breakdown

Firm360 allows you to view both the time entries and a breakdown of charges associated with an invoice from the Invoicing tab. 

View Time Entries

You can view the individual time entries included on an invoice.

Steps:

1. Navigate to Invoices
2. Open the desired invoice
3. Click View Time Entries

Details Available:

• Date of entry
• Staff member
• Category and Type
• Rate
• Hours

View Invoice Breakdown

You can view a summary of how the invoice total is calculated.

Steps:

1. Navigate to Invoices
2. Open the desired invoice
3. Click View Breakdown

Details Available:

• Summary of invoice charges
• Totals based on included billable items

Show Realization

Click Show Realization to view how invoice totals are proportionally applied to hourly line items.

Realization distributes the total invoice amount across hourly entries based on their relative value.

Realization Notes

• The system calculates a multiplier based on the total invoice amount compared to the total value of hourly items. This multiplier is then applied to each hourly line item to determine its realized amount
• Fixed fee items are not included in realization calculations unless they are the only item on the invoice
• Progress billing items are excluded from realization calculations
• Realization is applied when work is finalized and WIP is cleared

Additional Notes

• These views are helpful for internal review, client questions, and billing validation