Clients - Billing
- Thomas Sherman (Deactivated)
- Chris McFarlane (Deactivated)
- Bettina Borces
- Peter Cote
In this tab users can view and update the client's billing address, invoice information, how they should be invoiced, and optionally invoice email information. If this client is a child of an existing client level, then the inherit checkboxes are available. Ticking the checkbox causes the field to be populated with its parent's value.
Permissions and Settings
To view clients, users must have the global permission to view clients.
To update clients, users must have the global permission to update clients.
Billings
Specify information displayed on invoices and default invoice options.
Billing Address
Displayed on invoices.
| Field | Example |
|---|---|
| Company Name | Acme Corp |
| Attention | Accounts Receivable |
| Address Line 1 | 123 Main Street |
| Address Line 2 | Suite 300 |
| City | Boston |
| State or Province | MA |
| Zip or Postal Code | 02138 |
| Country | USA |
Invoice Information
Default settings on new invoices.
| 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. |
Invoice Creation
Billable items that are added to an invoice on creation.
| Field | Description |
|---|---|
| Invoice Scope | When creating an invoice. Projector searches for all billable time cards and cost cards. It then groups them onto invoices based on your scope. For example, if you invoice at the project level and a client has two projects, we generate two invoices.
Special rules When scoped at the Client or PO Number level, in order to have all engagements on the same invoice, each engagement's cost center, company, currency, and billing culture must match. Milestones Milestones are not mentioned in this dropdown, but they are affected by your choice. "Together" really means Time + Cost + Milestones all on the same invoice if possible. When would it not be possible? Milestones optionally have a project. If you are invoicing time and cost at the project level, but the milestone doesn't have a project, we can't stick them together. Rather, a separate invoice will be created for just the milestone. The invoice will be at the engagement level. If you choose the "separately" option then separate invoices are created for time, cost and milestones. Purchase Orders Purchase Orders behave in a special way. |
| Invoice Content | If you have both time and cost cards to invoice - do you want them all together on one invoice or separated over two invoices? Some clients pay labor invoices more quickly than expense invoices or vice-versa. Billing for time/expenses separately may help your organization get paid faster.
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