Fields and Options
Use the fields and options to enter project and client information, and determine the billing term information for the different aspects of the project.
- Related Topics:
- Billing Terms Form
Use the Billing Terms form in the Projects hub to enter, review, modify, copy, and delete billing terms for the projects for which you generate invoices. - Add Billing Terms Dialog Box
If a project does not have defined billing terms, use the Add Billing Terms dialog box to manually define the billing terms or specify the project, phase, and task from which you want to copy the billing terms. - Copy Billing Terms Dialog Box
If you want to copy billing terms and reuse them, use the Copy Billing Terms dialog box to specify the project, phase, and task from which you want to copy the billing terms. - Create New Dialog Box for Scheduled Billing
Use the Create New dialog box to create a billing schedule. This dialog box is helpful if you are billing the exact same amount on a regular schedule. - Billing Phase Grouping Dialog Box
Use this dialog box to manage phase groups for billing phases.
Parent Topic: Billing Terms