Billing Settings

Before you use Billing, you must choose settings and provide information to be used 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 Vantagepoint toolbar, click and select the company for which you want to configure billing settings.

Video about Setting Up Billing

To learn about setting up billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes, view the following video:

Set Up Billing