Enter Phase Billing Terms

If a project has sub-levels (phases, or phases and tasks), you can billing terms for phases and tasks, as well as at the project level. You must first add project billing terms before adding phase terms.

You can also add new billing terms by copying existing billing terms from another project, phase, or task.

You must define a project and its sub-levels in the Projects hub before entering billing terms for them.

To enter phase billing terms for a project:

1. In the Navigation pane, select Hubs > Projects > Billing Terms.
2. On the Billing Terms form, open the project for whose phase billing terms you want to define.
3. On the Actions bar, click Edit.
   This opens all the fields in the form for editing.
4. Click the Sub-Level Terms tab.
5. Click Phase Terms.
   This option tells Vantagepoint to use the billing terms set up for the individual phases when calculating the invoice.
6. Complete the information on the Sub-Level Terms tab.
7. Click Save.
8. To open the phase, click and select the phase name from the Project Structure dialog box, for whose terms you want to define.
9. Complete the billing information on all of  the tabs.
10. Click Save.