You can quickly enter the total prior fee billings for your projects that have fees defined. Before you do, you must select the
Enter Prior Fee Billing in Billing Terms option on the Fees tab in Billing Settings.
Alternatively, you can adjust prior billings using
.
To enter prior billed-to-date amounts:
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In the Navigation pane, select
.
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On the Billing Terms form, open the project that you want to edit.
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On the Actions bar, click
Edit.
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Click the
Fees tab.
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In the Fee Method field, select one of the following fee methods:
- Overall Percent Complete
- Cumulative Unit or Fee
- Current Unit or Fee
Vantagepoint displays the fee terms defined for this project. If you have not set up fee billing terms for this project, you must do so before entering a prior fee billing-to-date amount.
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In the Fees grid, enter the total prior fee billing-to-date amount for this project in the
Prior Fee Billing field.
If you are using a phase billing fee method (
Percent Complete by Phase, as Percent of Fee or
Percent Complete by Phase, as Fixed Amount), this field is not enabled.
In this case, you enter the previous fee billed amounts on a per-phase basis in the
Billed-to-Date field of the
Fee Billing Phases grid.
-
Click
Save.