Bill Units on an Invoice

You create units in the Units Info Center. Whether the unit will have the same rate on every project, or different rates based on project or organization, determines whether you create the unit in the <Default> table only, or in both the <Default> table and in additional unit tables that store the different rates you will used.

To bill units on an invoice, complete the following steps:

1. In the Units Info Center, create a unit in the <Default> unit table.
2. If the unit will be charged to different projects or organizations at different rates, create an additional table for each different rate.
3. On the Exp-Con-Unit tab of the Billing Terms form, establish billing terms for units for the project you want to bill.
4. Open the project in Interactive Billing, click the Units tab, and insert your new unit. The Status is set to Bill by default when you insert a unit transaction.
5. Change the status if necessary.