Page 25 - Unanet AE: Introduction to Project Management

5. Select the Edit icon (pencil) for the second line. The Address Editor window
opens.
6. Type Billing in the Name field.
7. Type 1414 Mockingbird Lane in the Street 1 field.
8. Type Portland in the City field.
9. Type ME in the State field.
10. Type 04224 in the Zip field.
11. Select the Ok button.
12. Select the Save button.
13. Select the General tab.
14. Select Billing in the Office field.
15. Select the Billing tab.
16. Select Net 45 in the Type field in the Payment Terms section.
17. Type 45 in the Net Days field in the Payment Terms section.
18. Select the Save button.

Project Setup for Billing
Projects are used to manage jobs throughout Unanet AE. The main projects applet is
located at Project Administration > Projects.
Note: Some tab options will vary according to the level selected - main project or
sublevel.

Billing Tab
The Billing tab establishes Billing terms, Billing addresses (Remit to & Bill to), Late
Charges, Retainer, Retainage, and Billing groups/Invoicing.

LESSON 1: A/R JOURNALS ©2024 Unanet. All rights reserved. 25