Creating a New Billing Entry

Centerbase makes entering time quick and easy from anywhere. Users can easily enter time from their browser or their iOS device through the Centerbase mobile app. In this guide, we'll walk through how to create a new start a new time entry, which is defined in Centerbase as a Billing Entry. 

From the web app, click on the "New" button (The blue plus sign button) from the top right corner, then select Billing Entry. 

After selecting Billing Entry, the dialog below will appear. 

Once you've opened a new billing entry, by default, you will be on the Fee tab. You will find several fields to populate. Below is a brief description of each field:

Date: This is where you will define the date of your entry, which will be set to the current date by default.

Matter: This is where you can link the matter that the time entry is for. Once you start typing, a drop-down list will appear that you may select a matter from. 

Description: This is where you may add any additional details or information that you'd like to be publicly available.

Internal Notes: This is where you will enter in any notes for personal reference. These will not show on the client's bill.

Timekeeper: This is where you will select the owner of the billing entry. By default, this field will set to whichever user is currently creating the entry. 

Is Non-Billable: Select this checkbox if you'd like the entire entry to be non-billable. 

Show on Bill? By default, this option will be greyed out and uneditable. However, if you check "Is Non-Billable," meaning your entire entry is made up of non-billable hours, you may choose to not have this specific entry appear on your client's bill. 

Rate: This is where you will enter in the hourly rate that you are working at. 

Is Flat Rate?: If you'd like to charge a flat rate that is not dependent on the number of hours you worked, but instead is a custom amount you are charging, you may check this box. This will make the rate you entered the exact rate that will appear on the bill instead of an hourly rate.

Worked Hours: Here is where you will enter the total amount of hours worked. 

Billable Hours: This is where you will specify how many hours out of your worked hours are billable. For instance, you may want to provide all of your worked hours to a client, but not bill them for the total amount. 

Once you're done filling in your information, select Save & Close. The bill you've created will appear in Billing > Billing Entries.