Create an Billing Approval from Multiple Quotes

Modified on Tue, 30 Jan at 5:09 PM

Create an Empty Billing Approval (not linked to a specific Quote)

Open the Project
Open the Billing > Client Billing tab
About halfway down on the left, select 'Create Empty' - this creates a new billing approval that is not attached to a Quote ID
Make a note of the Accounts Transaction ID (AT #)

Add custom rows to Billing Approval:

On the top left, select 'Create Interim Deposit Rows' and enter 50% of the Quote value (you can repeat this three times, for each of the Quotes if you prefer separate rows)
Select 'Not Allocated to Accounts Transaction' to show the transactions lines not currently attached to a Billing Approval
In the box that appears on the right, there will be a positive (white) and a negative (red) row for each amount you entered at the last step; select the positive rows using the checkboxes
Above this, check the AT # matches your new billing approval, then click Apply to link them

To edit the description for the Billing Approval rows

Select the Billing Approval ID on the left of the page, the rows will appear on the right
Click on the current description (in blue font) and amend