Processing invoices with taxes by work code in effect

Ensure the tax by work code feature has been activated in the Client Setup | Tax Info tab.

1. Open the Billings from WIP dialog.
2. Select the client to bill.
3. Select an existing or enter a new invoice number.
4. In the Type box, choose Final.
5. Enter the invoice date.
6. Choose the appropriate billing format.
7. Enter the amount of the invoice.
   When the amount of the invoice is first input, the tax is zero.
8. Select a Final bill option number.

9. In the table under the Bill column, check the boxes beside the time and expense items to bill.

   Note: See Selecting records for tips about selecting multiple transactions.
   Note: As the time and expense items are chosen for billing, the tax amount is calculated.
10. Click the Edit Memo button to enter additional lines of information.