Checklist: Setting Up Billing
To set up the Billing application, perform company-wide setup steps, then enter billing terms for individual projects.
On a project-by-project basis, you can keep or override many of the company-wide settings.
| Step | Description | Location |
|---|---|---|
| 1 | Set up company-wide invoice and Interactive Billing session options. | in the desktop application. |
| 2 | Set up company-wide tax codes. | in the desktop application |
| 3 | Establish default billing terms for your projects. | in the desktop application |
| 4 | Establish billing terms to use for project reports at billing rates. | in the desktop application. |
| 5 | Add clients for your projects. | with the Client Firm Type |
| 6 | Add units in unit tables for your projects. | |
| 7 | Add projects and associate clients with them. | in the desktop application |
| 8 | Add labor billing tables for your projects. | , then Labor Rates, Labor Codes, or Labor Overrides |
| 9 | Add expense tables for your projects. | , then Expense Accounts, Expense Categories, or Expenses by Vendor |
|
10 |
Set up billing terms for individual projects. | |
|
11 |
Change your invoice template if necessary. |