Define Reporting Default Billing Terms for Regular Projects

You can define default reporting billing terms specifically for your regular projects.

To define default reporting billing terms for regular projects:

  1. From the desktop application Navigation menu, click Settings > Billing > Reporting Default Terms.
  2. On the Reporting Default Billing Terms form, use the scroll buttons to access the Regular Projects record.

    This record is the first record available; Overhead Projects is the second and final record.

  3. On the Reporting Default Billing Terms form, complete the default reporting billing terms information.
  4. Click Save.