Update Fees for Invoices in Batch Billing

In Batch Billing you can update fees for fee-based invoices before you generate a batch of invoices.

You can also update fees in a project's billing terms in Hubs > Projects > Billing Terms or in Billing > Interactive Billing. For more information, see Fee Billing Terms.

Prerequisite: Your security role must give you access to Hubs > Projects > Billing Terms and access to a project record (modify, add/edit, or full).

To update fees for an invoice from Batch Billing:

1. In the Navigation pane, select Billing > Batch Billing.
2. On the Billing Session Options dialog box, select options for the session and click OK.
3. With the Invoice Creation tab of the Batch Billing form open, click Other Actions > Update Fees in the Actions bar.
   This opens the Fees tab on the Billing Terms form in Hubs > Projects > Billing Terms, on a separate dialog box.
4. In the project search field on the Billing Terms form, scroll through the pre-filtered list that includes only the projects that were included in the Batch Billing run, and review and update the fee billing options for each project as needed.
   Depending on your security access, you may be able to complete some or all of the following actions:

   • Update the overall percent completes, or the percent completes for the individual phases.
   • Update the current fee amounts being billed, such as lump sum fee amounts or fee percentages.
   • Add, modify, or delete billing phase fees.
   If you need to make other changes to a project's fees, such as updating the fee method or basis or adding new phases, you must do that on the Fees tab directly in Hubs > Projects > Billing Terms.