Open topic with navigation
Setting up billing groups
About setting up a project
You designate a phase as a billing group when you want to group phases
together on an invoice. You can also select to summarize or subtotal the
phases of a billing group on a client invoice and on project reports.
You can designate a phase as a billing group if:
- the phase first has subphases
- the phase is not part of
another billing group.
the project open, in the project tree at the bottom left of the window,
click the phase you want to designate as a billing group.
- Click the Billing
subtab of the Project Info tab.
- Designate this phase as
a billing group by selecting the Is billing
group check box.
- To print one subtotal and
descriptive invoice text for all phases under the billing group, select
the Summarize phases check box.
Otherwise, the invoice displays text and amounts for each phase with no
- Click Save.
Setting up invoice groups
Including multiple clients
on a project
||© 2015 Deltek Inc. All rights reserved.