2Setting Up Billing

Setting Up Invoice Forms

You add, modify, and delete invoice forms on the Invoice Form page.

Adding an Invoice Form

1. Select Billing Setup > Invoice Form.

2. On the Invoice Form page, click Add.

3. On the Invoice Form Details page, enter a name and description for the invoice form.

4. Click Save.

Modifying an Invoice Form

1. Select Billing Setup > Invoice Form.

2. Click a row on the Invoice Form page.

3. On the Invoice Form Details page you can:

   • Update the invoice form description.

   • Delete the invoice form. You will be prompted to confirm the permanent deletion.

4. Click Save.

Deleting Invoice Forms

1. Select Billing Setup > Invoice Form.

2. Click Edit.

3. Select the check boxes next to all the invoice forms you want to delete.

4. Click Delete. You will be prompted to confirm the permanent deletion.

Setting Up Bill Types

You add, modify, and delete bill types on the Bill Type page.

Adding a Bill Type

1. Select Billing Setup > Bill Type.

2. On the Bill Type page, click Add.

3. On the Add Bill Type page, enter information for the following fields:

   Page Element	Description
   Bill Type	Enter a name for the bill type.
   Description	Enter a short description for the bill type.
   Invoice Form	Select the invoice form you want to use for this bill type. See Setting Up Invoice Forms.
   Invoice Series	Select an invoice autonumbering rule for the bill type. For more information on autonumbering, see Setting Up Autonumbering.

4. Click Save.

Modifying a Bill Type

1. Select Billing Setup > Bill Type.

2. Click a row on the Bill Type page.

3. On the Bill Type Details page you can:

   • Update the bill type field values.

     Note: You cannot edit the Bill Type field.

   • Delete the bill type. You will be prompted to confirm the permanent deletion.

4. Click Save.

Deleting Bill Types

1. Select Billing Setup > Bill Type.

2. Click Edit.

3. Select the check boxes next to all the bill types you want to delete.

4. Click Delete. You will be prompted to confirm the permanent deletion.