Determining the Transactions to Include on a Billing Invoice
In Interactive Billing, you choose which transactions to bill and which to hold, modify, insert, transfer, write off, or delete.
- Related Topics:
- Specifying Transactions to Bill on the Next Invoice
In Interactive Billing, you can add billable transactions to an invoice if they have a Bill status in the grid on the Labor, Expense or Units tab. - Modifying Billing Transactions
In Interactive Billing, you can change some of a labor, expense, or unit transaction's information before you bill the transaction. - Placing Transactions on Hold
In Interactive Billing, you can specify that all or a portion of a labor, expense, or unit transaction be held back and not billed on the current invoice. - Writing Off Transactions
In Interactive Billing, you can change the status of labor, expense, or unit transactions to Write-off if you do not expect to collect payment for it at any time. - Deleting Billing Transactions
In Interactive Billing, if you have labor, expense, or unit transactions that you do not want to bill at any time, you can mark these transactions to be deleted from the set of billable transactions displayed in Interactive Billing. - Transferring Billing Transactions
In Interactive Billing, you can transfer transaction detail from one project to another project or transfer transaction detail within a single project. - Inserting Billing Transactions
When you create an invoice in Interactive Billing, in addition to the labor, expense, or unit transactions that are automatically available to bill, you can manually insert transactions to bill that have not previously been posted as costs to the project or your general ledger. - Change the Bill Through Period/Date or Period Start/End Dates for Submitted or Approved Invoices
After you submit or approve a billing invoice, you can change the bill through period, bill through date, or period start and end dates for it in Interactive Billing. - Bill Units on an Invoice
Use units to bill non-labor expenses at a flat rate. For example, you might set up units for goods or services, such as lab tests or survey crews that you bill at a flat rate. - Bill Consultant Expense as Labor
You might want consultant expense to appear as labor expense on a project's invoices. - Bill Mileage as a Unit at a Different Rate Than the Cost Rate
If mileage is tracked as a unit, you can cost the mileage at one rate and bill it at a different rate. - Bill Mileage as an Expense at a Different Rate Than the Cost Rate
If employees submitted mileage via the Expense application, you can cost the mileage at one rate and bill it at a different rate. Use Interactive Billing to change the billing amount.
Parent Topic: Processing Billing Invoices One at a Time