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Learn more about how to perform activities in the Billing application.
- Related Topics:
- Accepting Final Invoices
In Interactive Billing or Batch Billing, you accept draft invoices to make them final and ready for posting and sending to clients. - Invoice Templates for Generating Billing Invoices
An invoice template is a group of saved settings that determine the layout and content of the invoice. In the billing terms for a project, you assign invoice templates that are used in Interactive Billing and Batch Billing to create billing invoices, credit memos, and pre-invoices (if you use them) for the project. - Invoice Numbers for Billing Invoices and Credit Memos
Invoice numbers are automatically assigned for invoices and credit memos that you generate in Interactive Billing and Batch Billing. - Displaying Leading Zeros in Invoice Numbers
If you set up Vantagepoint to use leading zeros in invoice numbers, you can choose not to show the leading zeros on invoices and on certain dialog boxes and reports. With fewer digits displayed, invoice numbers may be easier to read. - Client Address on Billing Invoices
On the Accounting tab of the Projects hub, you select a billing client and the client's address from the Firms hub to use for invoices generated for a project in the Billing application. - Billing Backup Report and Billing Terms
The Billing Backup report provides the full transaction detail behind an invoice. - Billing Backup Report and Invoice Review Process
You can show expenses, consultant expenses, and unit expenses on the Billing Backup report for draft invoices even if these expenses are not being billed on the final invoice. - Posting Billings to Below the Line Accounts
In some cases, your enterprise may need to post an invoice to an account that is outside of your normal operations, or "below the line." - Reviewing Time Billed on Prior Invoices
You can review time billed on prior invoices. - Overpayment Examples
Sometimes clients pay more money then they owe. If a client overpays, you can manage the overpayment by applying the amount to an Overpayment account.
Parent Topic: Processing Billing Invoices