How DPS Uses Default Billing Terms

Default billing terms and project default billing terms are used in multiple areas of DPS.

Project Reporting at Billing Rates and Refresh Project Billing Extensions Utility

When you run project reports, you can choose to report at billing or cost rates on the report's Options tab. When you run reports at billing rates, DPS uses default billing terms for projects without individual billing terms defined. DPS also uses these terms for a section (labor, expenses, consultants, or units) where a project does not have billing terms defined (for example, a "fee only" project).

Interactive Billing

Default billing terms are not used. You cannot preview or print invoices for projects without individual billing terms defined. If you select a project that does not have billing terms defined, you can view labor, expense, and unit detail cost amounts. However, all Interactive Billing toolbar button options are disabled, except Billing Session Options.

Batch Billing

When you run a batch of draft bills, the Use Default Terms for Draft Invoices option on the Batch Billing form allows you to use the Default Billing Terms for all projects without billing terms defined.

If this option is not selected, DPS does not print invoices for projects that do not have billing terms defined.

Final invoices will not use default terms for projects without billing terms defined.

Unbilled and Unbilled Summary Reports

When you select the Use Project Reporting Default Terms option on the Options tab for the Unbilled or Unbilled Summary Report, DPS uses the project default terms specified on the Rates for Reporting form in Settings > Billing > Reporting Default Terms when creating the unbilled reports for projects without individual billing terms defined.

Revenue Generation

The Use Reporting Rates for Billing Rate Based Calculations option on the Revenue Generation form in Accounting > Revenue Generation lets you calculate revenue with a revenue method that contains "WIP @ Billing" even for projects without individual billing terms defined (including fee only jobs). When your firm selects this option, DPS uses the project reporting default terms for regular <R> projects if the revenue calculation requires "WIP @ Billing" and there are no individual billing terms set up for the project.