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

Related Topics:

  • Company-wide Billing Settings
    Before you enter billing terms for individual projects, you must define company-wide billing settings in Billing Configuration. You must also define company-wide tax codes for use on all invoices, as well as in other Vision applications.
  • Where Default Billing Terms are Used
    Default billing terms are used in many areas of Vision.
Parent Topic: Billing Overview