How to...
You can enter project and client information, and determine the billing term information for the different aspects of the project.
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- Use Billing Terms to Generate Project Reports Without Generating Invoices
You can use labor, expense, consultant, or unit billing terms to create project reports, without having these terms affect invoices. - Use Billing Terms to Generate Unbilled Reports Without Generating Invoices
You can use labor, expense, consultant, or unit billing terms to create the Unbilled Detail and Aging Report or the Unbilled Summary Report, without having these terms affect invoices. - Display Three Billing Rate Multipliers on an Invoice
You can apply up to three labor multipliers to an employee's labor billing rate. By default, however, only two multipliers display on the invoice. The first multiplier is included in the employee rate. - Review Projects with Missing Billing Terms
To view a list of all projects without billing terms defined, run the Missing Billing Terms List report. Projects must have terms defined before you can bill them. - Review Project Billing Terms
Run the Billing Terms List report to review the billing terms for one or more projects. - Select a Project in Billing Terms
Before you enter or update a project's billing terms, you must open the Billing Terms form and select the project. - Enter Project-Level Billing Terms
If a project has no sub-levels (phases or tasks), you enter just one set of billing terms, for the project as a whole. If a project does have sub-levels, you must enter project billing terms before you can enter phase or task billing terms. - Enter Project-Level Billing Terms Only for a Project with Phases or Tasks
If a project has sub-levels (phases, or phases and tasks), you can still enter just one set of billing terms, for the project as a whole. You do not need to enter billing terms at the phase and task levels. - Enter Phase Billing Terms
If a project has sub-levels (phases, or phases and tasks), you can billing terms for phases and tasks, as well as at the project level. You must first add project billing terms before adding phase terms. - Enter Task Billing Terms
If a project has sub-levels (phases, or phases and tasks), you can billing terms for phases and tasks, as well as at the project level. You must first add project and phase billing terms before adding task terms. - Modify Billing Terms
You can modify existing billing terms at the project, phase, or task level. - Enter Prior Fee Billing-to-Date Amounts
You can quickly enter the total prior fee billings for your projects that have fees defined. Before you do, you must select the Enter Prior Fee Billing in Billing Terms option on the Fees tab in Billing Settings. - Enable Invoice Posting by Billing Phase
You can post a project’s billing phase fees to another sub-project, phase, or task, without manually adjusting the invoice. - Bill Fee-Based Contracts by Billing Phase
For projects with fee-based contracts, you can set up fee billing phase terms to allow for partial billing of the total fee based on the amount of work completed. - Enable the Scheduled Billing Feature
Use the Scheduled Billing feature to invoice fee-based projects based on scheduled invoicing dates and percent completes or dollar amounts. - Bill Fee-Based Contracts Using a Billing Schedule
You can invoice fee-based projects based on scheduled invoicing dates and percent completes or dollar amounts. - Enter Add-on Fee Billing Terms for a Project
Enter add-on terms on the Add-on tab of the Billing Terms form. - Include the Billing Backup Report with an Invoice
When you generate draft or final invoices through Interactive Billing or Batch Billing, you can include a Billing Backup report to accompany each generated invoice by selecting the Print Backup Report check box on the Billing Backup tab in a project's billing terms. - Enable or Disable Pre-Invoice Processing for a Project
If you have the Pre-Invoices feature enabled, turn on or off the ability to process pre-invoices for a project in the project's billing terms. - Delete Billing Terms
You can delete billing terms for a project whether or not there is outstanding detail for the project. However, you cannot create an invoice for a project with no billing terms specified.
Parent Topic: Billing Terms