Set Up Billing

Use the Billing Setup forms to make decisions about how your clients will be billed.

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Each of the setup forms focuses on a different area.

Form	Description
Summary	This form shows you all of the work that you have done on the other forms.
Options	Use this form to make basic decisions about how clients will be billed, including invoice numbering, whether retainers and retainage are tracked, and whether you use an approval process for invoices. See the Retainers, Retainage Overview, and Invoice Approval Overview help topics for more information.
Fee	Choose whether or not to use scheduled billing. Scheduled billing allows you to invoice fee-based projects based on scheduled invoice dates and percent complete or dollar amounts. See the Scheduled Billing topic for more information.
Invoice Format	On this form, select whether or not to show your company name, byline, and address on billing invoices.
Invoice Accounts	During final invoice processing, invoice transactions are charged to general ledger revenue accounts. Use this form to specify the default revenue account for each section of your invoice. For example, specify the revenue account associated with fee billings. Also use this tab to enter the label that will appear above each invoice section.
Taxes	Use this form to set up the taxes that you need to calculate and include on invoices. For each tax, specify the tax rate, the invoice sections to which it should be applied (labor, expense, fees, and so on), and the general ledger account to which the tax is charged.

Video

Title	Description
Set Up Billing	Learn how to set up Billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.