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        <a class="WebWorks_Breadcrumb_Link" href="timebilling.11.1.htm#1098385">Billing for time</a> &gt; Creating time billing invoices</div>
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      <blockquote>
        <div class="hs_SectionHeading"><a name="1098385">Creating time billing invoices</a></div>
        <div class="b_Body"><a name="1098386">There are two ways you can create a time billing invoice:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1087441">In the </a><span class="w_Widgets">Prepare Time Billing Invoice</span> window. This is the recommended method because the full details of activities and activity slips are recorded. </div>
              </td>
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          </table>
        </div>
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1098417">In the </a><span class="w_Widgets">Sales</span> window. Use this method if you don’t need to record details of activities and activity slips or track work in progress.</div>
              </td>
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          </table>
        </div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1098422&quot;);">
          <span class="N_007eProcBullet"></span><a name="1098422">To create a time billing invoice using the Prepare Time </a>Billing Invoice window<script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1098422", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1098422", false);</script>
        <div class="b_Body"><a name="1087452">The </a><span class="w_Widgets">Prepare Time Billing Invoice</span> window allows you to enter and adjust the billing information for activity slips. As you make changes in the <span class="w_Widgets">Prepare Time Billing Invoice</span> window, your activity slip records are updated automatically.</div>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087453">Go to the </a><span class="w_Widgets">Time Billing</span> command centre and click <span class="w_Widgets">Prepare </span><span class="w_Widgets">Time Billing Invoice</span>. The <span class="w_Widgets">Time Billing</span> <span class="w_Widgets">Customers </span>window appears.</div>
              </td>
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          </table>
        </div>
        <div class="bnfi_NoteHeadingFirstIndent">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1087454">Including items on time billing invoices</a></div>
        <div class="bnLi_NoteBodyLastIndent"><a name="1087455">If you charge </a>your customers for both activities and items on a single invoice, you need to select the <span class="w_Widgets">I</span><span class="w_Widgets">&nbsp;</span><span class="w_Widgets">Include Items on Time Billing Invoices </span>option in the <span class="w_Widgets">Preferences</span> window. See <span class="l_Link"><a href="timebilling.11.3.htm#1098778">Setting time billing preferences</a></span>.</div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087459">Find and select the customer for whom you want to create a </a>time billing invoice and then click <span class="w_Widgets">OK</span>. The <span class="w_Widgets">Prepare Time </span><span class="w_Widgets">Billing Invoice </span>window appears, listing all the open activity slips for the selected customer.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="b_Body"><a name="1096422">&nbsp;</a></div>
        <table class="tri_TableReferenceIndented" style="text-align: left;" cellspacing="0">
          <caption style="caption-side: top"></caption>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top; width: 240.8618267716531pt;" colspan="3">
              <div class="gc_GraphicsHolderCell"><a name="1087490"><img id="1105411" class="Default" src="images/timebilling.11.9.1.png" width="502" height="256" style="display: inline; float: none; left: 0.0; text-align: left; top: 0.0;" /></a></div>
            </td>
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          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087534">A</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087536">Filters</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><a name="1087538">Use these filters to find the required activity </a>slips. </div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087540">B</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087542">Bill</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><a name="1087544">If necessary, override the amount or number of </a>hours you want to bill for each activity slip here. Any activity slip with 0.00 units or $0.00 in the <span class="w_Widgets">Left to Bill</span><span style="font-weight: bold;"> </span>column is considered billed in full.</div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087546">C</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087548">Adjustment</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><a name="1087550">Enter any adjustments you want to make in this </a>column.</div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087552">D</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1087554">Print &amp; sort </a>options</div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><a name="1087556">Select the relevant option if you want to:</a></div>
              <div class="tb_TableBullet_outer" style="margin-left: 0pt;">
                <table border="0" cellspacing="0" cellpadding="0" summary="">
                  <tr style="vertical-align: baseline;">
                    <td>
                      <div class="tb_TableBullet_inner" style="width: 11.3385826771654pt; white-space: nowrap;">•	</div>
                    </td>
                    <td width="100%">
                      <div class="tb_TableBullet_inner"><a name="1087557">sort activity slips according to job number.</a></div>
                    </td>
                  </tr>
                </table>
              </div>
              <div class="tb_TableBullet_outer" style="margin-left: 0pt;">
                <table border="0" cellspacing="0" cellpadding="0" summary="">
                  <tr style="vertical-align: baseline;">
                    <td>
                      <div class="tb_TableBullet_inner" style="width: 11.3385826771654pt; white-space: nowrap;">•	</div>
                    </td>
                    <td width="100%">
                      <div class="tb_TableBullet_inner"><a name="1087558">consolidate all activity slips with the same </a>activity and job number on the invoice.</div>
                    </td>
                  </tr>
                </table>
              </div>
              <div class="tb_TableBullet_outer" style="margin-left: 0pt;">
                <table border="0" cellspacing="0" cellpadding="0" summary="">
                  <tr style="vertical-align: baseline;">
                    <td>
                      <div class="tb_TableBullet_inner" style="width: 11.3385826771654pt; white-space: nowrap;">•	</div>
                    </td>
                    <td width="100%">
                      <div class="tb_TableBullet_inner"><a name="1087559">print the activity slip notes on the invoice.</a></div>
                    </td>
                  </tr>
                </table>
              </div>
            </td>
          </tr>
        </table>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087561">Click </a><span class="w_Widgets">Prepare Invoice</span>. The <span class="w_Widgets">Sales - New Time Billing</span> window appears displaying the details of the time billing invoice.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087567">If you invoice for items, enter the following details for each </a>item: </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087568">the date in the </a><span class="w_Widgets">Date</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087569">the quantity being sold in the </a><span class="w_Widgets">Hrs/Units</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087570">the item number in the </a><span class="w_Widgets">Activity</span> field </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087571">the price of the item in the </a><span class="w_Widgets">Rate</span> field </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087572">[optional] the job number in the </a><span class="w_Widgets">Job</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bnfi_NoteHeadingFirstIndent">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1103534">Entering items on this invoice</a></div>
        <div class="bnLi_NoteBodyLastIndent"><a name="1103553">If you have selected the </a><span class="w_Widgets">I</span><span class="w_Widgets">&nbsp;</span><span class="w_Widgets">Include Items on Time Billing Invoices</span> option in the <span class="w_Widgets">Preferences</span> window, you can also enter items on this invoice. See <span class="l_Link"><a href="timebilling.11.3.htm#1098778">Setting time billing preferences</a></span>.</div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087573">the appropriate tax code in the </a><span class="w_Widgets">Tax</span> field.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">5	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087578">If you want to group and subtotal the items and activities </a>separately on the invoice, you can do so by inserting headers, blank lines and subtotals. For more information, see <span class="l_Link"><a href="sales.7.9.htm#1094888">Adding and deleting transaction lines, headers and subtotals</a></span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">6	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087583">Enter additional information about the sale, such as the </a>salesperson, referral source and invoice delivery status. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">7	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087585">Complete the invoice in any of the following ways. </a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087586">Record the invoice</a><span class="ei_EmphasisItalic">. </span>Click <span class="w_Widgets">Record</span> to record the invoice without printing. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087587">Print and record the invoice</a><span class="ei_EmphasisItalic">. </span>Click <span class="w_Widgets">Print </span>and then choose the form you want to use for this invoice. For more information about printing invoices, see <span class="l_Link"><a href="forms.18.3.htm#1087216">Sending forms</a></span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087591">Save the invoice as a recurring template</a><span class="ei_EmphasisItalic">. </span>Click <span class="w_Widgets">Save as </span><span class="w_Widgets">Recurring</span>. Enter the necessary information about the template in the <span class="w_Widgets">Edit Recurring Schedule</span> window and click <span class="w_Widgets">Save</span>. For more information about recurring transactions, see <span class="l_Link"><a href="transactions.17.7.htm#1087424">Recurring transactions</a></span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsbc_BodyStepBulletedContinued"><a name="1087595">Note that no activity slips are created when you use the </a>recurring sale in the future. Also, recording the recurring sale will not update the activity slips you used to create the invoice in the <span class="w_Widgets">Prepare Time Billing Invoice</span> window. </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1087599&quot;);">
          <span class="N_007eProcBullet"></span><a name="1087599">To create a time billing invoice using the Sales window</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1087599", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1087599", false);</script>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1098632">Activities billed using this procedure will not appear in </a>most time billing reports</div>
        <div class="bnL_NoteBodyLast"><a name="1098633"> No activity slip records will be created </a>if you use this method to create a time billing invoice. Most time billing reports are based on activity slip records, therefore, if you want to print time billing reports, you should create activity slips and then use the <span class="w_Widgets">Prepare Time Billing Invoice</span> window to create the invoice.</div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087600">Go to the </a><span class="w_Widgets">Sales</span> command centre and click <span class="w_Widgets">Enter Sales</span><span style="font-weight: bold;">.</span> The <span class="w_Widgets">Sales</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087601">In the </a><span class="w_Widgets">Customer</span> field, type or select the customer you want to invoice.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087602">Click</a><span class="w_Widgets"> Layout. </span>The <span class="w_Widgets">Select Layout </span>window appears.<span class="w_Widgets"> </span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087603">Click </a><span class="w_Widgets">Time Billing</span> to select the <span class="w_Widgets">Time</span> <span class="w_Widgets">Billing</span> layout and then click <span class="w_Widgets">OK</span>. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">5	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087604">For each billable activity, enter: </a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087605">the date the activity was performed in the </a><span class="w_Widgets">Date</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087606">the number of units or hours being billed in the </a><span class="w_Widgets">Hrs/Units</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087607">the activity name or press </a><span class="es_EmphasisSmallCaps">tab</span> in the <span class="w_Widgets">Activity</span> field and select the required activity from the list </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087608">the rate charged for a single unit or hour of the activity in </a>the <span class="w_Widgets">Rate</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087609">[Optional] the job number in the </a><span class="w_Widgets">Job</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087610">the appropriate tax code in the </a><span class="w_Widgets">Tax</span> field.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">6	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087611">If you also invoice items, enter the following details for each </a>item: </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087612">the date in the </a><span class="w_Widgets">Date</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087613">the quantity being sold in the </a><span class="w_Widgets">Hrs/Units</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087614">the item number in the </a><span class="w_Widgets">Activity</span> field </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087615">the price of the item in the </a><span class="w_Widgets">Rate</span> field </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087616">[optional] the job number in the </a><span class="w_Widgets">Job</span> field</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087617">the appropriate tax code in the </a><span class="w_Widgets">Tax</span> field.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="Body" style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 2.0pt; font-style: normal; font-variant: normal; font-weight: normal; margin-bottom: 0.0pt; margin-left: 0pt; margin-top: 0.0pt; text-align: justify; text-indent: 0pt; text-transform: none; vertical-align: baseline;"><a name="1087618">&nbsp;</a></div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">7	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087619">If you want to group and subtotal the items and activities </a>separately on the invoice, you can do so by inserting headers, blank lines and subtotals. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsc_BodyStepContinued"><a name="1096383">For more information, see </a><span class="l_Link"><a href="sales.7.9.htm#1094888">Adding and deleting transaction lines, headers and subtotals</a></span>.</div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">8	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087623">Enter additional information about the sale, such as the </a>salesperson, referral source and invoice delivery status. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">9	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1087624">Complete the invoice in any of the following ways:</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087625">Record the invoice</a><span class="eb_EmphasisBold" style="font-style: italic;">. </span>Click <span class="w_Widgets">Record </span>to record the invoice without printing.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087626">Print and record the invoice. Click </a><span class="w_Widgets">Print </span>and select the form layout you want to use for this invoice. For more information about printing invoices, see <span class="l_Link"><a href="forms.18.3.htm#1087216">Sending forms</a></span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsb_BodyStepBulleted_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bsb_BodyStepBulleted_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bsb_BodyStepBulleted_inner"><a name="1087630">Save the invoice as a recurring template</a><span class="ei_EmphasisItalic">. </span>Click <span class="w_Widgets">Save as </span><span class="w_Widgets">Recurring</span>. Enter the necessary information about the template in the <span class="w_Widgets">Edit Recurring Schedule</span> window and click <span class="w_Widgets">Save</span>. For more information about recurring transactions, see <span class="l_Link"><a href="transactions.17.7.htm#1087424">Recurring transactions</a></span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsbc_BodyStepBulletedContinued"><a name="1087635">Note that no activity slips will be created when you use the </a>recurring sale in the future.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="href_ReferenceBlockHeading"><a name="1106589">Related Topics</a></div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="timebilling.11.6.htm#1087307" name="1106593">Creating activity slips</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.3.htm#1087120" name="1106597">Entering sales</a></span></div>
              </td>
            </tr>
          </table>
        </div>
      </blockquote>
    </div>
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