Checklist: Setting Up Billing

To set up the Billing application, perform company-wide setup steps, then enter billing terms for individual projects.

On a project-by-project basis, you can keep or override many of the company-wide settings.

Step Description Location
1 Set up company-wide invoice and Interactive Billing session options. Settings > Billing > General in the desktop application
2 Set up company-wide tax codes. Settings > Accounting > Taxes in the desktop application
3 Establish default billing terms for your projects. Settings > Billing > Default Terms in the desktop application
4 Establish billing terms to use for project reports at billing rates. Settings > Billing > Reporting Default Terms in the desktop application
5 Add clients for your projects. Hubs > Firms with the Client Firm Type
6 Add units in unit tables for your projects. Settings > Units
7 Add projects and associate clients with them. Hubs > Projects in the desktop application
8 Set up labor categories. Settings > Labels and Lists > Lists
9 Add billing labor rate tables for your projects. Settings > Rate Tables: Billing Labor Rates, Billing Labor Categories, Billing Labor Code and Billing Labor Overrides
10 Add billing expense tables for your projects. Settings > Rate Tables: Billing Expense Accounts, Billing Expense Categories, and Billing Expenses by Vendor

11

Set up billing terms for individual projects. Billing > Billing Terms

12

Change your invoice template if necessary. Billing > Billing Terms