Subtitles of the Movie

In this lesson we're going to cover Time Billing Invoices and we have two ways of creating these. The first way is simply creating an Invoice like we did earlier in this course. From the Sales Command Centre click Enter Sales, select the Customer, and then choose the Time Billing Layout. The Date of the Activity goes in the left column, then the Number of Hours or Units, and then the Activity. I'll pull up the List from this Field and if we have the option set in the Preferences that allows us to sell items on Time Billing Invoices, the Activity column is where the Item Number goes, and we can see the Activity List as well as our Inventory Items in the List here. I'll choose Standard Training, then we can set a Rate for it and the Amount is calculated. Now we can record this. This is a quick and easy way to Invoice for Time but it does have some drawbacks. This method does not create or use Activity Slips so we won't have much information in our records and we won't be able to run any Time Billing Reports. Whether or not you need all of that is completely up to you, but if you do want it then you'll need to use the second method of creating Time Billing Invoices. For that we first need an Activity Slip, but we already created one in the last lesson, so go to the Time Billing Command Centre and click Prepare Time Billing Invoice. The List in this Window will display all of the customers who currently have open Time Billing Balances, which are known as Work In Progress Balances. Select the customer we are going to create an invoice for and click OK. The next window is where we decide which Activity Slips are going to be included in the Invoice and also where we make a few settings. In the middle is a list of all of the Activity Slips for this customer. We can filter the list with the settings at the top by the Employee or the Supplier that did the work, or we can select by a particular Job and then we can display Dollar Amounts or Hours or Units in the List. Near the bottom we can sort this list by Job, we can consolidate all Activity Slips with the same Activity and Job Number on one Invoice, and we can print Notes that we've entered into the Activity Slip on the Invoice instead of the Activity Name or Description. I mentioned that in the last lesson and here's where we do it. If we only have one Activity Slip in this List clicking the Prepare Invoice button will automatically take us to the Invoice Creation page with this Activity Slip included. However, if we have more than one we need to click in the Bill column for each Activity Slip that we would like to include. The Bill Amount and the Tax will then appear on that line. We can also include all of them at once with the All button at the bottom, or exclude them all with the None button. Once you're happy with the selected Activity Slips click the Prepare Invoice button. And this opens the new Sale Window with the Time Billing Layout. Most of the information is entered automatically from the Activity Slip. If we want to include items on this Invoice as well and we've made the proper setting in the Preferences, enter the Quantity in the Hours /Units column and the Item Number in the Activity column. Just a reminder, we get to that setting from the Menu by clicking Setup and Preferences and System tab, and the setting is here, second from the bottom: I Include Items on Time Billing Invoices. And finally, here's where we get to use the WIP, or Work In Progress button, near the bottom. Clicking this will bring back the list of Activity Slips and we can include additional ones here. Once we're happy with all of the entries, click the Record button and we're done. So, let's move on.