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The proforma takes the matter’s work in progress: posted time and expenses not yet invoiced. Until it’s posted, those entries stay in the work in progress.
| Action | Effect |
|---|---|
| Postpone | Removes the line from the invoice: the entry goes back to the work in progress. |
| Write Off | Writes the line off. |
| Transfer | Moves the line to another matter or another proforma. |
| Switch to Fee | Invoices an expense as a fee. |
| Add Write Up/Write Down | Adds an increase (write up) or a decrease (write down) of the amount. |
| Apply Proportional Adjustment | Spreads a target amount over the time lines, by duration or by rate. |
| Apply Discount | Applies a discount to the lines. |
| Apply Billing Range | Rounds the invoiced time to a billing increment. |
| Apply Prepayment Matter | Deducts a prepayment. See Manage prepayments. |
To add more entries, choose Extract Matter Ledger Entries. To combine the proformas of a customer who wants a single invoice, select To Merge on each one, then merge them from one of them.