Checklist: Setting Up Billing
To set up the Billing application, perform company-wide setup steps, then enter billing terms for individual projects.
On a project-by-project basis, you can keep or override many of the company-wide settings.
Step | Description | Location |
---|---|---|
1 | Set up company-wide invoice and Interactive Billing session options. | |
2 | Set up company-wide tax codes. | |
3 | Establish default billing terms for your projects. | |
4 | Establish billing terms to use for project reports at billing rates. | |
5 | Add clients for your projects. | Client firm type | , firms with the
6 | Add units in unit tables for your projects. | |
7 | Add projects and associate clients with them. | |
8 | Set up labor categories. | |
9 | Add labor billing tables for your projects. | Billing Labor Rates, Billing Labor Categories, Billing Labor Code, or Billing Labor Overrides | , then select
10 | Add expense tables for your projects. | Billing Expense Accounts, Billing Expense Categories, or Billing Expenses by Vendor | , then select
11 | Set up billing terms for individual projects. | |
12 | Change your invoice template if necessary. |
Parent Topic: Billing Settings