BillQuick is designed to handle billing of a single project to a single client. However, to enable billing a single project to multiple clients, that is split billing, it involves some additional processing.
To bill a project to multiple clients:
1. Open the Project screen and create a project against one of the clients to begin with.
2. Let your employees enter time and expenses against this project as they normally would.
3. For billing, open the Billing Review screen. You will see a single billing record generated for the project with the full amount. At this stage, you can decide on how to split the invoice among multiple clients (say 50:50 between two clients).
4. Create sub-projects or phases for each client in the Project screen using the Create Phase button.
5. Back in Billing Review, view the time details of the parent project and mark the entries as billed. What this does is that it will effectively mark all the time entries for the parent project as having been billed and get them out of the work-in-progress(WIP) so they will not show up again in the Billing Review grid.
6. Now generate new billing records for the two clients by adding the two project phases to the parent project using the Add button.
7. Once new billing records are created (for two phases), you will have to manually type the Net Bill amount for each record in the desired ratio (say 50:50).
8. Check the B box for both records and click Process to create separate invoices for them. You can view those invoices in the Invoice Review screen.
If you check the billing history of these projects on the Project-Account screen, you will notice labor amount for the parent project but no billed amount; while for phases, you will see billed amount but no labor amount. On the Project-History screen, you can see the invoices for phases but not for parent project.
