The following information provides details on the options on the Billing Schedule screen.
Key Fields
The fields in the Billing Schedule screen are:
Project: (required)
ID of the project associated with the billing schedule. Enter an ID
or click 
to select one from the list. Only Active projects are visible in the
list.
Contract Type: (Read-Only)
Contract type of the project selected in the Project field. This carries forward from the Project screen.
Contract Amount: (Read-Only)
Contract amount for the project chosen. This carries forward from the Project screen. A value displays only for fixed type projects or when a value is entered as an informal reminder.
Client Retainer: (Read-Only)
The amount desired from the client which is retrieved from the Project screen. It is for reference only and does not indicate the retainer paid actually by the client.
Project Retainer: (Read-Only)
The retainer amount allotted for a selected project.
Billing Schedule Grid
Each row in the grid represents an individual billing record. The record carries to Billing Review for processing based on the record date. A billing record can be edited any time before generating an invoice in Billing Review. However, changes made to the billing information are not reflected in the Billing Schedule. Billing records are color-coded. Billed record is blue colored and unbilled record is in black.
Grid details are carried from the Billing
Schedule screen. Click Edit 
to open the Billing Schedule
screen where you can edit the details of the selected billing record.
Click Delete 
to delete a listed billing record.
Scheduled Bills Summary
As you enter values in the schedule grid, BillQuick Online automatically calculates totals for quick reference. This section is located below the grid. The fields are read-only.
Amount:
Total Bill Amount for the scheduled bills and percent of the Contract Amount scheduled for billing.
Retainer Amount:
Total Retainer applied to scheduled bills and percent of the Retainer Balance applied to schedule bills.
Net Amount:
Total of Net Bill Amounts scheduled.
Help:
Displays the BillQuick Online Help in the Billing Schedule section.
Print:
Click to preview and print the Billing Schedule report. The report will include only the items in the grid.
Refresh:
Clicked, the grid will be filled with billing records based on the selection made in the key fields.
New:
Opens the Billing Schedule screen which enables you to fill up the required fields in order to create a new bill.
Close:
Closes the Billing Schedule screen and takes you back to the home page of BillQuick Online.