Billing Terms List
The Billing Terms List shows all billing terms defined for each project. Use this report to review and verify the billing terms entered using the Billing Terms form.
Scheduled Billing
If you select the Use Scheduled Billing option on the Fee Form in , you can use the Fees tab of Billing Terms in to specify a billing schedule for a project. For example, you can specify that the client be billed lump sums of $10,000 on each of three dates that you select.
If you generate the Billing Terms List for projects with scheduled billings, the Fee section of the report lists the following:
- Scheduled billing dates
- Amounts or percentage to be billed on each date
Multiple Companies
If you use multiple companies, this report is limited to projects that can be billed by the active company. Those projects include the following:
- Projects owned by the active company
- Sub-projects in billing groups with main projects owned by the active company. These sub-projects can belong to other companies.
The report does not include data from sub-projects that are owned by the active company but that are also part of a billing group with a main project owned by another company.
- Related Topics:
- Billing Terms List Groups Tab
Use the Groups tab to select and save options for organizing data on your report. - Billing Terms List Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for the Billing Terms List Report
The Billing Terms List report contains a standard set of columns. You cannot select columns for this report.