Billing Settings
Before you use Billing, you must choose settings and provide information to be used on a firm-wide basis for all projects for which you generate invoices. You can override most of this setup information on a project-by-project basis. If your firm uses multiple companies, you must configure Billing for each company.
On the
Vantagepoint toolbar, click
and select the company for which you want to configure billing settings.
- Related Topics:
- Checklist: Setting Up Billing
To set up the Billing application, perform company-wide setup steps, then enter billing terms for individual projects. - Checklist: Setting Up Retainage
Review the steps for setting up retainage. - Checklist: Enable and Configure a Billing Invoice Approval Process
You can set up an approval process that requires draft billing invoices in the Billing application be submitted and approved before you final accept and generate invoices to send to clients. - Company-wide Billing Settings
Before you enter billing terms for individual projects, you must define company-wide billing settings. You must also define company-wide tax codes for use on all invoices, as well as in other Vantagepoint applications. - Billing Options Settings
Use the billing options to specify global billing settings for invoices, interactive billing, and batch billing. - Billing Invoice Accounts Settings
Identify the default accounts used for the billing categories in billing invoices. - Billing Fee Settings
Use the options in Billing Fee settings to enable or disable fee-related settings for billing invoices. - Invoice Template Editor
Use the Invoice Template Editor to create custom invoice templates for producing billing invoices that meet the specific needs of your enterprise. - Billing Invoice Format Settings
Configure the format for billing invoices. - Billing Default Billing Terms Settings
Default billing terms can help you save time setting up billing terms for each new project. - Billing Rates For Reporting Settings
Use Reporting Default Terms to define billing terms to use when you generate project reports at billing rates (as opposed to cost rates). You can enter different default billing terms for your regular and overhead projects. - Billing Accounts Receivable Settings
Configure AR ledger headings, invoice mapping accounts, and AR mapping accounts. - Billing Alerts Settings
To set up the ways that billing alerts are delivered, use Billing Settings. - Invoice Approval Process
After you enable the invoice approvals feature for billing invoices, you set up one or more invoice approval processes to assign to projects that defines who can approve and reject invoices and how and when notification center alerts are sent.
Parent Topic: Settings