The Client Billing Worksheet is generated from the Billing Dashboard and can be exported as a PDF for review. This report provides a detailed view of Work in Progress (WIP) by client and project, helping your firm determine what should be billed.
Billers and billing managers can use this worksheet to review and confirm billing amounts before creating invoices.
What the Billing Worksheet Shows
The Billing Worksheet includes the following details:
Client name and project
Date of each entry
Line item description
Staff member associated with the entry
Hours and billing rate
Subtotal and invoice amount
Whether the item is included on the invoice
Totals and Subtotals
The report groups entries by activity type (such as Bookkeeping, Tax Planning, or Tax Returns) and provides:
Subtotals for each Category
Overall totals for hours and amounts
A summary of amounts to be invoiced
This structure allows you to quickly review how WIP is distributed across services and confirm the total billing amount.
When to Use This Report
The Client Billing Worksheet is typically used:
During the billing review process
To identify which WIP should be invoiced
To verify billing accuracy before finalizing invoices