Set Up Default Billing Terms

You set up standard billing terms that will act as a starting point when you create individual billing terms for projects.

The Billing section of the help provides field descriptions for the Billing Terms form, which has the same contents as the Default Billing Terms form.

To set up default billing terms for new projects:

1. From the desktop application Navigation menu, click Settings > Billing > Default Terms.
2. On the tabs of the Default Billing Terms form, complete the default billing terms information.
3. Click Save.