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• Use Billing Terms to Generate Project Reports Without Generating Invoices
  You can use labor, expense, consultant, or unit billing terms to create project reports, without having these terms affect invoices.
• Use Billing Terms to Generate Unbilled Reports Without Generating Invoices
  You can use labor, expense, consultant, or unit billing terms to create the Unbilled Detail and Aging Report or the Unbilled Summary Report, without having these terms affect invoices.
• Review Projects with Missing Billing Terms
  To view a list of all projects without billing terms defined, run the Missing Billing Terms List report. Projects must have terms defined before you can bill them.
• Review Project Billing Terms
  Run the Billing Terms List report to review the billing terms for one or more projects.
• Select a Project in Billing Terms
  Before you enter or update a project's billing terms, you must open the Billing Terms form and select the project.
• Enter Project-Level Billing Terms
  If a project has no sub-levels (phases or tasks), you enter just one set of billing terms, for the project as a whole. If a project does have sub-levels, you must enter project billing terms before you can enter phase or task billing terms.
• Enter Project-Level Billing Terms Only for a Project with Phases or Tasks
  If a project has sub-levels (phases, or phases and tasks), you can still enter just one set of billing terms, for the project as a whole. You do not need to enter billing terms at the phase and task levels.
• Enter Phase Billing Terms
  If a project has sub-levels (phases, or phases and tasks), you can billing terms for phases and tasks, as well as at the project level. You must first add project billing terms before adding phase terms.
• Enter Task Billing Terms
  If a project has sub-levels (phases, or phases and tasks), you can billing terms for phases and tasks, as well as at the project level. You must first add project and phase billing terms before adding task terms.
• Modify Billing Terms
  You can modify existing billing terms at the project, phase, or task level.
• Delete Billing Terms
  You can delete billing terms for a project whether or not there is outstanding detail for the project. However, you cannot create an invoice for a project with no billing terms specified.