| Threshold Billing Examples |
Example: Bill client when total work-in-process reaches $500.
Solution: Select the Bill all items if Total threshold is met option. Set the client's Total Threshold at 500.00.
Example: Client's expenses not billed until expense work-in-process reaches $10.
Solution: Select the Bill individual item if its threshold is met option. Set the client's Expense Threshold at 10.00.
Example: Work-in-process not billed for a client unless total work-in-process is greater than $25.00.
Solution: When running statements, select the Bill all items if Total threshold is met option. Set the Total Threshold at 25.00.
Example: Bill client's fees when fee threshold of $300.00 is met and bill client's expenses when expense threshold of $50.00 is met. Do not bill expenses until the threshold of $50.00 is met.
Solution: Select the Bill individual item if its threshold is met option. Set the client's Fee Threshold at 300.00 and the Expense Threshold at 50.00.
Example: Bill client if fee work-in-process reaches $100.00 or advance work-in-process reaches $30.00 or expense work-in-process reaches $30.00. All fees, expenses and advances will be billed whenever any one of the thresholds is reached.
Solution: Select the Bill all items if any threshold is met option. Set the client's Fee Threshold at 100.00, the Expense Threshold at 30.00 and the Advance Threshold at 30.00.