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.

Contents

Header Information

Field	Description
Add-on Fees	Select this option if you want to specify add-on fees for this project. Selecting this option enables the Add-ons grid.
Remaining Retainer	This field displays the amount of the retainer, or advance, collected from the client that is still available to be applied towards a client’s bill. You must always click the Refresh link to view the most up-to-date amount. If this is the first time this project, phase, or task's billing terms have been viewed, you still must click the Refresh link to view the retainer amount. This field is available only if your company has selected the Enable retainers option from the General tab of the Accounting System Settings form.
Refresh	Click Refresh to update the amount displayed in the Remaining Retainer field.

Add-ons Grid

Field	Description
Add-ons Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to add an additional charge to an entire invoice section. Clicking Insert adds a blank line to the Add-ons grid.
Copy	Click this option to add an additional charge to an entire invoice section by copying an existing line from the Add-ons grid.
Delete	Click this option to remove a line from the Add-ons grid.
Seq	Enter a sequence number. DPS uses this number when sorting the add-ons in the Additional Fees section of the invoice. The sequence number is for reference purposes only and does not appear on the invoice.
Description	Enter a description for the add-on fee.
Retainer	Select this option to include retainer information on the project's invoices. When you select this option, the Use Amt option is selected automatically.
Use Amt	Select this option to enter a flat amount to be used in the Amount field, rather than a markup percentage in the Percent field. You select this option to enter a project retainer or add-on amount. When this option is selected, DPS ignores entries in the labor, expenses, consultants, fees, units, and add-on fields. When this option is selected for a project at WBS level 1 (project), DPS prints the add-on amount at the end of the invoice, before the Invoice Totals. If this option is selected for WBS level 2 (phase) or WBS level 3 (task), the amount prints on the invoice with the detail for that particular phase or task, if Separate Terms is selected. If Separate Terms is not selected, the add-on amount must be specified at the project-level for the percentage to print on the invoice. When this option is selected, you can specify the particular phase or task that will receive the posting in the Phase to Post and Task to Post fields. The Use Amt option is selected automatically when you select the Retainer option.
Amount	Specify the amount to apply, if Use Amt is selected.
Percent	Specify the add-on or markup percentage to apply. Important Information When this option is selected for a project at WBS level 1 (the project level), DPS prints the add-on amount at the end of the invoice, before the Invoice Totals. If this option is selected for WBS level 2 (phase) or WBS level 3 (task), the amount prints on the invoice in the section with detail for that particular phase or task. If Separate Terms is not selected, the add-on percentage must be specified at the project-level for the percentage to print on the invoice. If an add-on percentage is defined at the project level and that project has phases or tasks that have separate billing terms defined, the add-on defined at the project’s billing terms will not impact any phase or task. If an add-on percentage is defined at the project level and that project has phases or tasks that do not have separate billing terms, then the add-on at the project level applies to the phases or tasks with no terms defined. Example Project A has three phases. An add-on is defined as 2% at the project level billing terms. An add-on is defined as 3% at Phase 1's billing terms. An add-on is defined as 4% at Phase 2's billing terms. In this example, Phase 1 and 2 will use the add-ons defined in the Phase 1 and Phase 2 billing terms (3% and 4%, respectively). Phase 3 will use the 2% add-on percentage defined in the project level billing terms.
Show Mult	Select this option if you want the markup percentage to appear in front of the description on the invoice; for example, 30% of Labor Billing.
Lab	Select this option if you want the add-on calculation to be based on labor billings.
Exp	Select this option if you want the add-on calculation to be based on expense billings. If consultant billings are broken out from other reimbursables, this only applies to other reimbursables.
Consultant	Select this option if you want the add-on calculation to be based on consultant billings. This only applies if consultant billings are broken out from other reimbursables.
Fee	Select this option if you want the add-on calculation to be based on fee billings.
Unit	Select this option if you want the add-on calculation to be based on unit billings.
AddOn	Select this option if you want the add-on to apply to the sum of the previous add-ons. DPS applies the percentage to all add-ons with lower sequence numbers.
Account	Select the revenue account to which the project’s add-on fee charges will be posted. Selecting an account in this field overrides the company-wide account, for this project only, for add-on fees and allows you to direct the add-on fee charges for the project to a separate revenue account. If you do not enter an account here, DPS uses the company-wide revenue account for add-ons as specified on the Accounts tab of the Billing Setup form.