Billing

Use the Billing application to create, process, approve, print, and email billing invoices to your clients.

With the Billing application, you can:

  • Review, modify, and create invoices and credit memos for one project at a time in Interactive Billing.
  • Automatically create multiple invoices at a time in Batch Billing.
  • Approve invoices.
  • Print invoices and email invoices to clients.
  • Set up billing groups that allow you to bill multiple projects on an invoice.
  • Run the employee realization process to measure the realization and profitability of employees who work on a project.
  • Generate billing-related reports.

For information on Billing and multiple companies and multiple currencies, see

Related Topics:

  • Basics
    If you are new to the Billing application, you may want to review checklists for processing bills and for setting up the application, see how Billing relates to other applications, and review security settings that apply to Billing.
  • Pre-Invoices
    Use the Pre-Invoices feature to produce a "request for payment" invoice that is not recorded in the general ledger.
  • Billing Lists
    Use Billing List reports to review the billing information on your Billing Groups and Billing Rate Table forms.
  • Billing Groups
    Create billing groups so that you can bill several projects together on one invoice. This approach is useful if you have multiple projects for the same client and the client wants to receive one invoice for all projects.
  • Billing Terms
    A project's billing terms determine how DPS generates invoices for the project. On a project's Billing Terms form, enter general project and client information, and specify how DPS should bill for labor, expenses, consultant expenses, fees, retainage, and units.
  • Retainage
    Retainage is a percentage of billings contractually withheld on an invoice, which will be billed to the client at a pre-determined point in the project, usually upon the project’s completion or upon reaching a major milestone, as specified in the contract.
  • Retainers
    A retainer is an advance amount collected from a client before work begins on a project. The amount of the retainer is typically stipulated in the client's contract, and may be required for a variety of reasons.
  • Bill Processing
    After you complete billing setup steps and establish billing terms for projects that you want to bill, you can process invoices to send to your clients.
  • Refresh Billing Extensions
    Use the Refresh Billing Extensions process to recalculate the billing amount of transactions (or "billing extensions") prior to generating reports.
  • Invoice Template Editor
    Use Invoice Template Editor to create custom invoice templates for producing billing invoices that meet the specific needs of your enterprise.
  • Updating Billing Status for Multiple Transactions
    You can update the billing status for multiple billing transactions at the same time. This is useful if you have large projects with many billing transactions, making it difficult to update billing status settings on the Interactive Billing form.
  • Allocating Employee Realization
    You can use Employee Realization in Billing to manually allocate employee realization.
  • Billing Reports
    Preview or print Billing reports to monitor and analyze your enterprise's billing information.
Parent Topic: Deltek DPS® Help