Billing Instructions:

1. Clockify

Go down the projects in sequential order in “Billing” folder
Clockify → Reports → Summary → Find the project you are looking for → Calendar - End of the month → Apply filter
Open sub-tabs of each employee → Add hours into Billing Sheet → Change status to “Hours Calculated”
Export → Save as pdf → rename files and put in folder
Notify Project Managers that hours have been added to Billing Sheet

Check for Project Manager notes on hours

2. Quickbooks

Sales → Invoices → Duplicate previous invoice for project → Rename to new invoice number
Input tasks (Complete or Incomplete), hours, service, expenses

If there is an Addendum, must change signed agreement amount in invoice message area

Update the service date to the last day of the month on Billing Sheet
Change date on invoice message
Check for additional fees/receipts folder in the project expenses
- If there are
  - add them to the invoice
  - or it may be covered by disbursement
Retainer fees will be billed on last bill of the project
- Change the charge day, so that it is billed right away, not within the 30 days
Change status to “Invoice Created” on Billing Sheet
Print → Write notes or questions on the printed invoice drafts → Write Project Manager name and hand to them for comments

3. Quickbooks Second Step