![]() ![]() The invoice formats that you can choose from are listed in the Standard Billing Reports Lookup window (Tools > Setup > Project > Billing > Billing Report button > Billing Report Key lookup button). Invoice formatsĪn invoice format is the framework that contains information for the layout and content of a printed billing invoice. It also includes information about grouping invoice formats into billing formats so that when you print billing invoices, all invoice formats in the billing format will be included. This part of the documentation includes information for an accounts receivable administrator about invoice formats and how to specify the information to include on them for printing billing invoices. Select the cost transaction types to bill customers for.Select the fees to include when billing customers.Select the billing frequency and billing date.Enter a billing cycle ID and description.Open the Billing Cycle Maintenance window.You can create billing cycles that you can use to generate billing invoices. You also can enter a batch of billing invoices manually, if necessary. When you use a billing cycle, you must specify whether to limit billing to the customers, contracts, or projects assigned to the billing cycle. You can assign billing cycles to customers, contracts, and projects After the batch has been generated, you can modify the billing invoices, as necessary When you use a billing cycle, a batch of billing invoices will be generated using the billing frequency that you specified for the billing cycle. We recommend that you use billing cycles to bill customers for projects. Billing cycles and billing customers for projects This part of the documentation includes information for an accounts receivable administrator about how to set up billing cycles for generating billing invoices based on billing frequencies. ![]()
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