Billing Terms Form

Use the Billing Terms Form to enter, review, modify, copy, and delete billing terms for the projects for which you generate invoices.

You must enter a project in the Projects hub before you can enter its billing terms.

Related Topics:

  • Display the Billing Terms Form
    You display the Billing Terms form in Billing and Info Center.
  • Toolbar of Billing Terms
    Use the toolbar options to copy, delete, print, and save billing terms information.
  • General Tab of Billing Terms
    Use the General tab to enter address information, internal notes, and other general billing term information for this project.
  • Labor Tab of Billing Terms
    Use the Labor tab to enter the labor method, invoice detail, and reporting default terms options to use when billing labor for this project.
  • Expenses/Units Tab of Billing Terms
    Use the Expenses/Units tab to enter the methods, invoice detail, and reporting default terms options to use when billing expenses, consultants, or units for this project.
  • Fees Tab of Billing Terms
    Use the Fees tab to enter the fee method, invoice detail, and invoice posting options to use when billing fees for this project. You can also set up options for billing fee contracts by billing phase or by using a billing schedule.
  • Add-ons Tab of Billing Terms
    Use the Add-ons tab to enter any additional fees or retainer information applicable to this project’s invoices.
  • Phase Sub-Level Terms Tab of Billing Terms
    When a project is opened on the Billing Terms form, and the project is sub-divided into phases, the Sub-Level Terms tab is enabled for editing. Use this tab to define how to display phase detail on the final invoice.
  • Task Sub-Level Terms Tab of Billing Terms
    When a project's phase is opened on the Billing Terms form, and the phase is sub-divided into tasks, the Sub-Level Terms tab is enabled for editing. Use this tab to determine how to display task detail on the final invoice.
  • Misc Tab of Billing Terms
    Use the Misc tab to specify miscellaneous billing terms, such as billing limits, invoice override accounts, retainage settings, and tax codes for a project.
  • AR and BTD Tab of Billing Terms
    Use the AR & BTD tab to indicate the accounts receivable information and billed-to-date information that you want to include on invoices.
  • Billing Backup Tab of Billing Terms
    Use the Billing Backup tab to define the labor and expense information that you want to display on the Billing Backup report.
  • Pre-Invoice Tab of Billing Terms
    Use this tab to specify pre-invoice settings and turn on pre-invoice processing for a project.
Parent Topic: Fields and Options