Company Finance Bill Options Tab

The Bill Options tab lets you override the system-wide billing defaults for a single company. Settings here take precedence over the Billing Setup setup table, the Service Board setup table, and the Project Board setup table.

Enable company-level billing overrides

To activate any setting on this tab, select Override default Billing Options for this Company. The remaining fields are disabled until you do.

Note: Enabling this override replaces the billing rules from all three setup tables — Billing Setup, Service Board, and Project Board — for this company. Review those defaults before enabling so you know what you’re changing.

Service ticket billing options

These three settings work together. If you select more than one, all selected conditions must be satisfied before time entries appear in the Invoice wizard.

• Bill by Service Ticket — Bill each Service Ticket Separately — Creates at least one invoice per ticket. Use this to generate a summary invoice, grouped by location, for each ticket.
• Bill on Completion — Bill Service Tickets only after they have been closed — Holds time entries from invoicing until the ticket reaches a status with Closed Status selected on the Service Board Statuses tab.
• Bill on Demand — Invoice all time and expenses associated with a Service Ticket regardless of approval — Bills unapproved time and expense entries. Bypasses timesheet and expense report approval requirements for this company’s tickets.

Project billing options

These settings apply to project tickets by default. You can override them further on the individual project’s Finance tab, or at the board level in the Project Board setup table.

• Restrict down payments to Project — Limits down payment application to the project selected in the invoice Apply To field.
• Bill on Completion — Bill Projects only after they have been closed — Holds the project from invoicing until the entire project is in a closed status. A single closed ticket is not sufficient — the whole project must be closed. The closed status must have Closed Status selected on the Project Board Statuses tab.
• Bill on Demand — Invoice all time and expenses associated with a Project regardless of approval — Bills unapproved time and expense entries for projects, bypassing timesheet and expense approval requirements.