This option allows you to define automated invoicing rules used for contract management clients.
- Click Edit on the Billing Rules screen and choose the Invoicing tab to edit your default invoicing rules, e.g. the number of days in advance to generate invoices.
- Enter the number of days in the # Days in advance to generate invoices field to determine how many days recurring invoices must be generated in advance. For example, enter ’15’ to generate invoices 15 days in advance. Default = 15.
- Enter the number of decimals in the # Decimals to use for line item amount field to determine the number of decimals to use for line item amounts. Default = 5.
- Check the Enable usage billing checkbox if you want to make use of the usage billing feature. Important Note: This feature is still under development.
- Click Save to save the configured invoicing rules, Cancel to cancel the process or Client management tab to proceed to the next set of billing rules to configure.
