Interactive Billing Form
Use this form to create a billing invoice one at a time by project, modify the transactions to be billed the invoice, update the percentage complete for fee-based projects, and generate and print the final invoice.
From this form, you can also do the following:
- Create credit memos for invoices.
- View, reprint, and email a project's final accepted invoices, pre-invoices, and credit memos.
- Void and delete invoices and credit memos.
- Cancel pre-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 the Interactive Billing Form
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 the Interactive Billing Form
Use this tab to view and select the employee labor charges to bill on the next invoice for the selected project. - Expense Tab of the Interactive Billing Form
Use this tab to view and select the expense charges to bill on the next invoice for the selected project. - Units Tab of the Interactive Billing Form
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 the Interactive Billing Form
Use this tab to update fee amounts and percent complete on a fee-based invoice before you generate the invoice. - Invoice History Tab of the Interactive Billing Form
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. - Draft Preview Tab of the Interactive Billing Form
Use this tab to review the current draft invoice for a project that has been submitted, approved, or rejected.
Parent Topic: Fields and Options