Checklist: Processing Bills in Interactive Billing
Use this checklist to review the overall steps for creating one billing invoice at a time by project in Interactive Billing.
| Step | Description | Location in DPS |
|---|---|---|
| 1 | Enter and post timesheets, labor adjustments, and any expenses. |
|
| 2 | Review the Unbilled Detail report for the project. |
|
| 3 | Set billing session options. |
: Billing Session Options dialog box and the Interactive Billing form |
| 4 | Preview draft invoices for your projects. |
: Invoice, Print, or Invoice, Preview |
| 5 | Review fee terms for your projects and update if necessary. |
: Update Fees |
| 6 | Transfer, hold, view, bill, write off, delete, modify, or insert transactions. |
: Labor, Expense, or Unit tab |
| 7 | Accept the final invoice. |
: Invoice, Accept |
| 8 | Modify the totals on the Accept Final Invoice form, if necessary. |
the Final Invoice Accept form |
| 9 | Post the invoice file created. |
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