Relationship to Other Vantagepoint Applications
To create invoices, Billing retrieves information from several areas of Vantagepoint.
Application | Description |
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Billing Terms | Enter billing information for each of your projects in the Projects hub. Specify how you want to bill each project:
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Employees hub | The following information from the Accounting tab of the Employees hub is used for billing:
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Firms hub | Client names and addresses used on invoices are retrieved from the Firms hub.
If you bill expenses by vendor, the vendor name comes from the Firms hub. If you chose to show detail on invoices, the vendor name is also retrieved from the Firms hub. |
Units Settings | Units are goods or services billed at the same rate per item. You define units and unit tables in | .
Timesheets | Timesheet hours that are entered in | are included on the Labor tab in Interactive Billing and Batch Billing to allow you to bill that labor on an invoice.
Expense Reports | Expense report costs that are entered in | are included on the Labor tab in Interactive Billing and Batch Billing to allow you to bill those expenses on an invoice.
Transaction Center | The following information from the Transaction Center is used for billing invoices:
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Parent Topic: Basics