The following steps will explain the process for generating an invoice for a client with an active client engagement:
1. Note the recurring client engagement has been setup for this client and will continue on a monthly basis as detailed here.
2. The engagement that is active for the current month is listed under "Billable Items".
3. Note all time for the current month is automatically shown as Billable = No due to the active client engagement--regardless of Billable Category and Type.
(Alternatively, Out of Scope items can be entered as Billable Items with a set billable amount. This option works best when the charges are not linked to time. By default, these items will be marked as 'Billable = Yes')
4. For invoice processing, the invoice processor will proceed to the Billing Dashboard for this client as usual.
5. Note that a review of times logged shows an item keyed as Out of Scope. The invoice processor will determine how to handle this item. It is rolled up into the engagement by default.
6. The invoice processor can choose to bill this out-of-scope item separately from the engagement by editing the item and selecting 'Mark Billable.'
If there are multiple items, you can update it in bulk by selecting them using the checkboxes on the left and choosing 'Mark Billable' from the dropdown menu.
7. This item is now shown as Billable and the rate and time have been extended for invoice processing.
8. Click "Invoice" to continue to Invoice Preview.
9. Note that the items can still be modified from the invoice preview screen by changing the Billable status.
10. Dollar amounts for each item are also adjustable on the detail or summary side of the invoice preview.
11. The invoice summary is shown based on the "Invoice Rollup" option selected. Edit the invoice as required and Submit the invoice when ready.
12. The invoice will be available for viewing immediately.
13. Realization will be based on the Client Engagement as well as any out-of-scope items selected for invoicing by the processor at the time of billing.
14. Client Engagement just invoiced is no longer available on Billing Dashboard
15. Next Client Engagement will be auto-generated based on recurring engagement setup.