Batch Billing and Multiple Companies

When you perform batch billing in a multiple company environment, you must establish billing terms and default billing terms for each company.

Establish default billing terms for each company in Settings > Billing > Default Terms.

Establish billing terms for each company's projects, phases, and tasks in Billing > Billing Terms.

• When you add billing terms for a project, phase, or task, Deltek applies the default billing terms established for the company that owns the project, phase, or task. You can modify the default terms.

• If you select a project, phase, or task for batch billing and it does not yet have any billing terms defined, Deltek uses the default billing terms set up in Settings > Billing > Default Terms for the company that owns the project, phase, or task.