Billing Settings (Desktop)

Before you use Billing, you must choose settings and provide information that DPS uses on a firm-wide basis for all projects for which you generate invoices. You can override most of this setup information on a project-by-project basis.

If your firm uses multiple companies, you must configure Billing for each company. On the Navigation menu, click Utilities > Change Company, and select the next company for which you want to select billing configuration options.

Related Topics:

  • Checklist: Setting Up Billing
    To set up the Billing application, perform company-wide setup steps, then enter billing terms for individual projects.
  • Company-wide Billing Settings
    Before you enter billing terms for individual projects, you must define company-wide billing settings. You must also define company-wide tax codes for use on all invoices, as well as in other DPS applications.
  • General Billing Setup
    Use the Billing Setup form to configure Billing. You can modify setup options at any time.
  • Default Billing Terms Setup
    Default billing terms can help you save time setting up billing terms for each new project.
  • Reporting Default Billing Terms Setup
    Use Reporting Default Billings Terms to define billing terms to use when you generate project reports at billing rates (as opposed to cost rates). You can enter different default billing terms for your regular and overhead projects.
  • Invoice Approvals
    Invoice Approvals is an optional feature that requires invoices to be approved before they are accepted and posted.
Parent Topic: Settings