Interactive Billing Form

Use the Interactive Billing form to review and modify a project's outstanding labor, expenses, and unit transactions, and to update a project's fee.

You can sort transactions in the labor, expenses, or units grid by any column heading by clicking the column heading. The sort alternates between ascending and descending.

You can change a billing rate at any time in a billing rate table, in Billing Table Setup. The rate automatically updates in the Rate field in Interactive Billing but not for project reports at billing.

You can change the status of a transaction at any time from the Status field and it will automatically be reflected on the invoice.

If you are not billing units for this project, or if this project was not set up to bill units at the time of posting, unit transactions do not appear on the Units tab of Interactive Billing form. The billable status for units is determined at the time of posting.

Related Topics:

  • Display the Interactive Billing Form
    You display the Interactive Billing form in the Billing application.
  • Toolbar of Interactive Billing
    Use the toolbar options to perform billing related actions, such as approving an invoice for billing and accepting a final invoice.
  • General Tab of Interactive Billing
    Use the General tab to confirm key billing information for an invoice, such as billing approval status, a summary of a project's billing terms, and the billing address.
  • Labor Tab of Interactive Billing
    The Labor tab lists all billable employee labor charges that are entered through timesheets, labor adjustments, or billing labor inserts for the selected project up through the current period, Bill-thru-Date, or Bill-thru Period, as entered on the Billing Session Options dialog box.
  • Expenses Tab of Interactive Billing
    The Expenses tab lists all billable expenses entered through expense transactions or billing inserts for the selected project/phase/task, up through the current period, Bill-Thru-Date, or Bill-Thru Period, as entered on the Billing Session Options dialog box.
  • Units Tab of Interactive Billing
    The Units tab lists all unit charges entered through unit transactions or billing unit inserts for the selected project/phase/task up through the current period, Bill-Thru-Date, or Bill-Thru Period, as entered in the Billing Session Options dialog box. This detail is available to be billed on the next invoice accepted.