Interactive Billing Form
Use this form to review invoices one at a time by project, modify the transactions to be billed, update the percentage complete for fee-based projects, and generate the final invoice.
You also create credit memos and void, delete, preview, print, and email final accepted invoices.
- Related Topics:
- Display the Interactive Billing Form
You display the Interactive Billing form in the Billing application. - Header Fields for the Interactive Billing Form
Use these fields at the top of the form to select a project whose next invoice you want to view and/or generate. - Actions Bar of the Interactive Billing Form
Use the actions bar to select billing session options, print, submit, approve, and accept an invoice, and perform other actions for an invoice. - General Tab of Interactive Billing
Use this tab to confirm key billing information for an invoice for a project, such as a summary of a project's billing terms, draft invoice information, and the billing address. - Labor Tab of Interactive Billing
Use this tab to view and select the employee labor charges to bill on the next invoice for the selected project. - Expense Tab of Interactive Billing
Use this tab to view and select the expense charges to bill on the next invoice for the selected project. - Units Tab of Interactive Billing
Use this tab to view and select the unit charges to bill on the next invoice for the selected project. You can also choose to hold, write off, delete, modify, or transfer unit charges. - Fees Tab of Interactive Billing
Use this tab to update fee amounts and percent complete on a fee-based invoice before you generate the invoice. - Invoice History Tab of Interactive Billing
Use this tab to create credit memos; view, reprint, and email a project's final accepted invoices, pre-invoices, and credit memos; void and delete invoices and credit memos; and cancel pre-invoices.
Parent Topic: Fields and Options