Set Up Billing

Use the Billing Setup forms to make decisions about how your clients will be billed.

Each of the setup forms focuses on a different area.

Form	Description
Summary	This form shows you all of the work that you have done on the other forms.
Options	Use this form to make basic decisions about how clients will be billed, including how invoices are formatted and numbered, whether retainers and retainage are tracked, and whether you use an invoice approval workflow. See the Retainers, Retainage Overview, and Invoice Approval Overview help topics for more information.
Invoice Accounts	During final invoice processing, invoice transactions are charged to general ledger revenue accounts. Use this form to specify the default revenue account for each section of your invoice. For example, specify the revenue account associated with fee billings. Also use this tab to enter the label that will appear above each invoice section.
Labor Categories	Use this form to define a master list of labor categories and related standard billing rates. Labor categories are standard staff roles on projects (for example, Principal, Project Manager, or Supervisor). In the Employees hub, you can associate each employee with a default labor category. You can use labor category rates to invoice new projects. If you use the Resource Planning module, you can use these rates to set up plans for new projects. (If DPS is set up to use both multiple companies and multiple currencies, this form is not available.)
Taxes	Use this form to set up the taxes that you need to calculate and include on invoices. For each tax, specify the tax rate, the invoice sections to which it should be applied (labor, expense, fees, and so on), and the general ledger account to which the tax is charged.