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Billing Session Options Dialog Box

Use this dialog box in Interactive Billing, Batch Billing, and Draft Invoice Approvals to enter and view settings that apply to invoices that you are creating or approving.

In Interactive Billing and Batch Billing, before you generate invoices, you use this dialog box to select the following information that applies to the one or more invoices that you are creating:

  • Invoice date and period date range to print on the invoices (presentation dates)
  • Bill through date or period to determine the transactions to include on invoices (transaction details)
  • Information for overhead projects
  • Final invoice processing information, such as the next invoice number to use and the invoice posting file name to use.

If you use billing invoice approvals, when an invoice is submitted for approval, you can review and approve it in Hubs > Projects > Draft Invoice Approvals. In Draft Invoice Approvals, you can view and change some of the settings and options that were originally entered on the Billing Session Options dialog box in Interactive Billing or Batch Billing for the invoice before you approve it. However, some fields on the dialog box are display-only that you cannot change.

If you need to change any of the display-only options on the Billing Session Options dialog box in Draft Invoice Approvals for a submitted invoice, you must first unsubmit the invoice. Then you can make different choices on the Billing Session Options dialog box in Interactive Billing or Batch Billing, process the invoice again, and start the approval process again.

The fields that are display-only that you cannot change for an invoice on the Billing Session Options dialog box in Draft Invoice Approvals are the following:

  • Period Start / End Date
  • Bill-Through Date
  • Bill-Through Period
  • Show Non-Billables on Detail Tabs
  • Bill Scheduled Invoices Through
  • Invoice Addressee
  • Upload Report via SFTP

The Overhead Projects section and the Final Invoice Processing section on the Billing Session Options dialog box do not display when you open the dialog box from Draft Invoice Approvals.