Timebills Create | Modify | Delete | Repeating timebills A timebill is a specific item charge for a service you perform for or an expense you incur on behalf of a client. Timebills are compiled into invoices, which are then sent to your clients for payment. An open timebill is one that is not part of an existing invoice; a closed timebill is one that has been assigned to an invoice. Changing timebills that are assigned to invoices will change the invoice as well. To create a new timebill: 1. Click on the "Timebills" tab. 2. Click on the "Create..." drop-down menu and select the type of timebill you want to create -- Hourly, Flat price, Other rate, Expense item, Mileage expense item, or Product. 3. Select a client (and a project, if appropriate). 4. Select a service, expense item, or product (if appropriate), or enter specific amounts in the appropriate fields. 5. Enter any notes, if desired. 6. If desired, assign it to a TimeBill stage. 7. Click on "Save." The timebill is added to your "Open timebills" list. (Note: The "Save and create another timebill" button allows you to quickly create multiple timebills by loading a blank timebill form, instead of returning you to the list view.) Note: Services can be created or modified by going to Account > Services; Expense Items can be created or modified by going to Account > Expense Items; Products can be created or modified by going to Account > Product. You can also add custom fields to any kind of timebills dialog by going to the My Account > Company > Custom Fields tab, and selecting "Custom Field" from the "Create..." drop-down menu. To modify a single existing timebill: Note: Modifying a timebill that is part of an invoice will also change the invoice. You can only modify a timebill that is part of an invoice if you do NOT have checked the company setting to disable editing of invoiced timebills (My Account > Company > Settings > Invoices options > Disable editing of invoiced Timebills). 1. Click on the Timebills tab. 2. Click on the "Open timebills" or "All timebills" sub-tab. 3. Find the timebill in the list and click on its "Description." 4. Make changes in the "Edit [type of] timebill" form as required. 5. Click on the "Save" button. To delete a single existing timebill: 1. Click on the Timebills tab. 2. Click on the "Open timebills" or "All timebills" sub-tab. 3. Find the timebill in the list and click on its "Description." 4. Click on the "Delete" button in the "Edit [type of] timebill" form. (Note: The "Delete" button will not appear if the timebill has been assigned to an invoice. You must delete the invoice first to "free" the timebill.) To delete many open timebills at once or modify their TimeBill stage: You can also delete or modify the TimeBill stage of multiple open timebills (those not yet associated with invoices) at the same time. 1. Go to the Timebills > Open sub-tab or to a TimeBill stage tab. (Note: You will only need to do steps 2, 3, and 4 the first time you modify or delete multiple timebills.) 2. Click on the "customize" link at the bottom of the list. 3. In the pop-up dialog box that appears, highlight "Run an action" and click on the "Add highlighted items >" button. 4. Click "OK." 5. In the list of open timebills, you will have a new column identified by a "check box" icon. Check the boxes next to those timebills you wish to modify or delete. 6. Click on the double-arrow "run" icon. 7. In the "Actions" dialog box that appears, click the button next to "Delete the selected TimeBills" to delete the timebills, "Clear the TimeBill stage" to move all selected TimeBills from their current stage to Open, or "Change the TimeBill stage to TimeBill Stage [X]" to move all selected TimeBills into stage X at once. Note: If the "Change the TimeBill stage" option does not appear, your role is not authorized to make the changes. 8. Click "OK" the the "Click here" link to close the box. If you close the box using a different method, the changes will be saved, but the timebills list will not be automatically refreshed. You will need to refresh the page yourself to see the changes you just made. Repeating timebills Modify | Delete The "Repeat timebill" feature lets you create one or more copies of a new timebill or an existing timebill in order to record services you provide or expenses you incur on a regular basis. Please note that the procedure for modifying or deleting repeating timebills is somewhat different than for singular timebills. To create repeating timebills: 1. Click on the Timebills tab. 2. Click on the name of the timebill from which you want to create one or more repeating timebills. 3. Click on the "Create" icon found under "Repeat timebill" near the bottom of the "Edit timebill" dialog. This will open a pop-up window. 4. In the "Repeat" dialog within the pop-up window, select how often you want the timebill to be repeated by using either the "Frequency" drop-down menu or the "Repeat every __ days" drop-down menu. Select how long a time period you want the repeating timebills to be added to your timebills list by using either the "Occurrences" drop-down menu or by entering a specific date in the "End date" field. 5. Click on "OK." The appropriate number of repeated timebills will appear in the Open timebills list. Please note that these timebills will be exactly the same as the timebill from which they were created, except each one will show a different date according to the parameters you selected in step 4 above. To modify repeating timebills: 1. Click on the Timebills tab. 2. Click on the "Open timebills" or "All timebills" sub-tab. 3. Find the timebill in the list and click on its "Description." 4. Make changes in the "Edit [type of] timebill" form as required. 5. If you want to apply the changes you make to all of the repeated timebills (which are assigned a "repeat group number" to facilitate sorting), check the "Update the repeat timebills to match this timebill" box; otherwise, just click on the "Save" button. To delete repeating timebills: 1. Click on the Timebills tab. 2. Click on the "Open timebills" or "All timebills" sub-tab. 3. Find the timebill in the list and click on its "Description." 4. If you want to delete repeated timebills having the same "repeat group number," check the "Delete the repeat timebills" box, and then click on "Save." (Note: This will *not* delete the timebill you're currently working on, but only the other repeat timebills within the same group. If you want to delete only the repeat timebill you've been working on, click the "Delete" button.) Note: Checking the "Delete the repeat timebills" box and clicking on the "Delete" button will delete *only* the timebill you're currently working on, just as if you had only clicked the "Delete" button without checking the "Delete the repeat timebills" box. If you want to delete all timebills within a group, first check the "Delete the repeat timebills" box and click on "Save," then select the same timebill you were working on from the timebills list, and click on the "Delete" button.