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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.

Client Message

An optional message to be displayed on the client's invoice. This looks like an ordinary text box but can accept text in Rich Text Format (RTF). If you copy text from any "Rich Text Editor" e.g. Wordpad and paste it in the text box, the text will retain its formatting (bold, color, paragraphs, etc)

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.

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. See Invoice Template Examples to view invoice screenshots.

Billing Cycle

When creating new invoices, you can find invoices that need to be created based on the billing cycle. Choose from monthly, semi-monthly, bi-weekly, weekly and current.

Invoice for Time

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.

PO Number

New invoices for this client will automatically populate with the specified PO Number

Invoicing Culture

Cultures govern how numbers are displayed (currency symbol, periods, commas, etc) on invoices. This drop-down menu will list only those cultures that are appropriate based upon the engagement's currency. For example, if the engagement's currency is Canadian dollars, you will have two options for culture: English (Canada) and French (Canada). For some currencies, there are no options for culture. In these cases, this option is disabled.

Time and cost together/separately

Do you want to group time cards, cost cards, and milestones together on the same invoice? Some clients pay labor invoices more quickly than expense invoices or vice-versa. This is often done when one or the other requires more scrutiny. Billing for time/expenses/milestones separately may help your organization get paid faster.

This setting only affects invoice creation. You can always go into an invoice after it is created and join time/cost/milestones together as you wish.

The name here is misleading as it also covers milestones.

Client*

Create an invoice for all engagements under this client. If there were five engagements then all billable items would be brought onto a single invoice.

PO Number*

Create an invoice for all engagements with matching PO numbers Engagement Billing Tab. If you have three engagements with the same PO number, all billable items are brought onto a single invoice for all three.

Engagement

Create a separate invoice for each engagement. Individual engagements have all billable items on a single invoice.

Project