Default Billing Terms Form
Use this form to set up default billing terms to help you save time when you enter billing terms for projects.
The billing terms that you enter on this form prefill on the Billing Terms form that you use to enter billing terms for projects in
.You can change the prefilled entries on the Billing Terms form as needed.
- Related Topics:
- Display the Default Billing Terms Form
You display the Default Billing Terms form in Settings. - Header Fields of the Default Billing Terms Settings Form
The fields and options in the header area of the form above the tabs are always available, regardless of the currently selected tab. - Summary Pane of the Default Billing Terms Form
Use the Summary pane of the Billing Terms form to enter default generic notes and invoice approval settings. - Actions Bar of the Default Billing Terms Form
Use the Actions bar on the Default Billing Terms form as a shortcut to edit information. - Rates Tab of the Default Billing Terms Form
Use this tab enter the default labor method, invoice detail, and reporting default terms options to use when billing. - Format Tab of the Default Billing Terms Form
Use the Format tab to enter the default template header and footer text, and the information that appear on invoices. - More Calculations Tab of the Default Billing Terms Form
Use the More Calculations tab to enter any default additional fees or other information applicable to project invoices. - Billing Backup Tab of the Default Billing Terms Form
Use this tab to define the default labor and expense information that you want to display on the Billing Backup report. - Pre-Invoice Tab of the Default Billing Terms Form
Use this tab to specify pre-invoice settings and turn on pre-invoice processing for a project.
Parent Topic: Billing Default Billing Terms Settings