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| Field | Description |
|---|---|
Billing Instructions | Specific billing instructions for this client. The person that prepares the client's invoice will see these instructions, but the client will not. |
Payment Terms | Payment Terms define when payment of client invoices are due. They appear on printed invoices and in accounts receivables transactions sent to an accounting system. They dictate the time period in which an invoice must be paid and whether the organization is offering a monetary incentive for early payment. Choose from any of the options in this drop-down menu, or create additional options on the Payment Terms admin form. |
Billing Cycle | When creating new invoices, you can find invoices that need to be created based on the billing cycle.
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Purchase Order Number | New invoices for this client will automatically populate with the specified PO Number |
Bill Time By | Bill the client on either an hourly or daily basis. This option controls the availability of the Adjust for Daily Billing time card adjustment. It also affects the display of legacy templates to show days instead of hours in columns. This option does not apply when you have chosen one of our new templates. Because these new templates are editable, the expectation is that you will change the template to match your time display criteria. |
| Receipt Handling | Display receipts when this invoice is saved or mailed as PDF?
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| Prepayment Handling | If a prepayment balance exists, automatically apply as much of the balance as possible to the current invoice.
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| Tax Type | Automatically apply taxes to invoices for this client |
Client Message | An optional message to be displayed on the client's invoice Note: If the client message was created by copying from a rich text editor and pasting it into the Management Portal's Client Editor, saving edits to the client message on the web will remove the formatting. |
Invoice Template | The layout that will be used for this client's invoices. For example, you can select a template that shows billed time broken down by who submitted it or by which project it was submitted to. |
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