Billing for time

Step 5: Choose what you want to do with the transaction

Step 1 > 2 > 3 > 4 > 5

If you haven’t already read the Sales Overview, see Billing for time for more information.

To see how the transaction will affect your financial records

Choose Recap Transaction from the Edit menu to view the accounting entries that will be made to your financial records when you record the sale.

To print and record a transaction

  1. Click the Print button in the Sales window.
  2. A message appears, explaining that the transaction will be recorded before it’s printed. Click OK to begin the printing process.

To record the transaction

Click the Record button to record the sale without printing it.

See Printing sales forms, packing slips and labels for information about printing a sale after you’ve recorded it.

To store the transaction as a recurring template

Note: No new activity slips will be created when you use the recurring template
You can store time billing invoices as recurring sales, but no activity slips will be created when you use the recurring sale in the future. You won’t be able to review activity slip information in the View Activity Log window without creating an activity slip. Recording the recurring sale also won’t update the activity slips you used to create the sale in the Prepare Time Billing Invoice window. Transactions recorded from a recurring template won’t appear in activity slip reports.
  1. Click the Save Recurring button to open the Save Recurring Template window.
  2. Enter the necessary information about the template in this window.
  3. Click Record to close the Save Recurring Template window.
  4. Click the Record button in the Sales window if you want to record the sale as an actual transaction now. Click the Cancel button if you don’t want to record the sale at this time.