Configuring Unit Billing

If your project uses the Unit Price Billing project setting, you can enter your invoice line using units and quantities instead of dollar amounts. Some specialized invoice formats require unit price billing.

Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct draw number.The link name will change depending on your workflow step.
- From the Project Home Page or Tasks page, choose the Enter Billing link with the correct draw number. The link name will change depending on your workflow step.
Select the Progress tab.
From the Table View drop-down menu, select Unit.
The following additional fields display to reflect unit price billing:
- Unit of Measure
- Unit Price
- Scheduled Qty
- Previous Qty
- Qty This Period
- Materials Qty This Period
- Qty Completed to Date
Enter billing amounts:
1. Choose a line to bill against.
2. In the Qty This Period column, enter a quantity.
  - Amounts in the % Complete, Work Period, and Qty Completed To Date columns automatically update once the amount billed is entered.
  - Retention This Period automatically calculates based on the contract's default percentage.
Select the Save & Continue button to progress to the next tab in your billing workflow.

Next: Uploading an Invoice