Checklist: Setting Up Billing

To set up Billing, you perform some company-wide setup steps, then enter billing terms for individual projects.

On a project-by-project basis, you can keep or override many of the company-wide settings.

Step	Description	Location
1	Set up company-wide invoice and Interactive Billing session options.	Configuration > Billing > General
2	Set up company-wide tax codes.	Configuration > Accounting > Taxes
3	Establish default billing terms for your projects.	Configuration > Billing > Default Terms
4	Establish billing terms to use for project reports at billing rates.	Configuration > Billing > Reporting Default Terms
5	Add clients for your projects.	Info Center > Clients
6	Add units in unit tables for your projects.	Info Center > Units
7	Add projects and associate clients with them.	Info Center > Projects
8	Add labor billing tables for your projects.	Billing > Rate Tables, then Labor Rates, Labor Codes, or Labor Overrides
9	Add expense tables for your projects.	Billing > Rate Tables, then Expense Accounts, Expense Categories, or Expenses by Vendor
10	Set up billing terms for individual projects.	Billing > Billing Terms
11	Change your invoice template if necessary.	Billing > Billing Terms