There are a number of ways to view billing information about your projects.
You can use the Billing Analysis Enquiry to view details of the outstanding values left to bill on your projects.
You can use the Billing Summary Enquiry to view details about generated bills.
You can display billing information on the desktop Project List.
To display columns in the list showing the total value to bill and last bill date, right-click in the list window and select Columns.
To display the Project List window, click on the drop-down menu in the top right of the work area and select Lists. To filter the list to display only projects with outstanding revenue, select the appropriate filter from the Filters list.
You can use the Bills dashboard window on the desktop to see a detailed list of all of your project bills.
To select the dashboard view, click on the drop-down menu in the top right of the work area and select Dashboard.
If you have set up billing schedules for your projects, use generate suggested bills to display bills that are ready to be generated.
Project cost transactions from sales orders are not included in billing because these are invoiced within Sales Order Processing.
