Bill Units on an Invoice

Use units to bill non-labor expenses at a flat rate. For example, you might set up units for goods or services, such as lab tests or survey crews that you bill at a flat rate.

Use the Units hub in the desktop application to set up and maintain units.

If a unit will have the same rate on every project, create the unit in the <Default> unit table. If a unit will have different rates for different projects or organizations, create additional tables.

To bill units on an invoice:

1. In the Units hub in the desktop application, create a unit in the <Default> unit table.
2. If the unit will be charged to different projects or organizations at different rates, create an additional table for each different rate.
3. Click Billing > Billing Terms and click the Expenses/Units tab.
4. Select the project.
5. Enter billing terms for units for the project.
6. Open the project in Billing > Interactive Billing , click the Units tab, and insert your new unit. The Status is set to Bill by default when you insert a newunit transaction.
7. Change the Status, if necessary.