Create Invoices from Tasks

The Invoice from Tasks screen lets you generate invoices from tasks and expenses previously entered into the system.

The data you enter on this screen can be used to automatically generate invoices in Accounting Power and update all journal activity behind the scenes if you have set up your own firm as a client in Accounting Power.

The Invoice from Tasks screen displays the tasks and expenses to be billed, with columns identifying the date the task was performed or the expense was incurred, the type (task or expense), the staff member, the code and description of the task or expense, the number of billable hours, the rate, and the billable amount.

To create an invoice:

1.  Select Invoice from Tasks from the Billing menu to open the Invoice from Tasks screen.

2.  Select the client to be invoiced from the Client drop-down list.

Note: You can scroll through the list, or enter the client's name in the field.

All of the unbilled tasks and expenses for this client appear in the table. By default items are sorted in task or expense code order, but you can click the heading of any column to sort by that field.

3.  Indicate the end-date of the period billed in the invoice in the Include Tasks Up To Date field.

This field indicates the closing date of the period billed. The screen displays only those unbilled items incurred before the closing date.

By default, the field displays the current date, but you can click the field to select a different date from the calendar.

4.  Verify that each line item is selected in the Select column, to ensure that it appears on the invoice.

Alternatively, clear the check box for items that should not appear on the invoice. Items are selected by default.

Note: You can use the Select All and Clear All buttons at the top of the Select column to clear or select all of the listed items.

5.  (Optional) Select the Enable the Invoice To Be Created in Accounting Power option to create the invoice in Accounting Power rather than Practice Relief, using the client, task, and expense data you have entered here for this client.

This option is available only if you have set up your own firm as a client in Accounting Power.

o       If the client or task in the invoice does not match a customer or a service on the Accounting Power Products/Services list, the customer or service is created in Accounting Power.

o       If an expense selected for the invoice is matched to an existing expense account for the Firm Client, that expense is used. If the expense does not match an existing expense account for the Firm Client, the invoice is not created.

6. Click Create Invoice to generate the invoice for the selected items.

o       If you did not create the invoice in Accounting Power, the completed invoice appears, and is saved to Practice Relief. You can edit or print the invoice as needed.

o       If you created the invoice in Accounting Power, when the invoice has been successfully created, Practice Relief displays the Accounting Power invoice number.