E-Chit Bill with WIP Balance

This article explains how to raise an E-Chit using an existing WIP balance in the Unity® Practice Management, including adjusting billing amounts, adding disbursements, and submitting the E-Chit for processing.

Follow along with the video training here:

1. Open the Billing Option and Retrieve WIP Costs

Select the relevant billing option to begin creating the E-Chit
From the blue banner at the top of the screen, click Get WIP Costs. The system will automatically populate the WIP balance into the Net field and calculate the applicable VAT

2. Adjust the Billing Amount (Optional)

If you want to bill a fixed amount instead of the full WIP balance:

The system will update the net value and recalculate VAT based on the amended amount.

3. Add TT Charges and Disbursements

If applicable, enter any TT charges in the relevant net field. VAT will be added automatically.

To include outstanding disbursements:

To exclude any disbursements from the bill, select Remove Row beside the relevant item.

Note: The bill total will automatically update to reflect all selected amounts.

4. Review Billing Information

The date field will usually default to the date the entries were created. Depending on your setup:

In the Narrative field, enter an appropriate description for the bill.

5. Authorize and Submit

If you are authorized to approve your own bill, tick the Authorization checkbox.

Note: If the checkbox is greyed out, you can still submit the E-Chit, and it will be authorized on your behalf.

You may also print the E-Chit if required, although this is optional since the record is stored within the system.
If needed, add notes for the cashier in the Notes field. Once all details have been reviewed, click Submit E-Chit in the bottom-left corner.

This will be submitted for processing using the selected WIP balance and billing details.

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