Page 29 - Unanet AE: Introduction to Project Management

Activity 1.5 – Setup Project for Billing
In this activity, you will modify an existing project to prepare for billing.

Activity Steps

1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type 20140000 in the Search field (upper right).
3. Press Enter.
4. Select the Billing tab.
5. Select Net 45 in the Term Type field.
6. Type 45 in the Net Days field.
7. Type john.doe@backcove.com in the Invoice Email field.
8. Select FFLogo in the Main Invoice field.
9. Type JOHN in the PO Number field.
10. Select the Save button.

Sales Entries
The Sales Journal (Accounts Receivable > Sales Journal) is where client invoices are
entered.

Key Concepts

• Transactions entered here must be offset against an Accounts Receivable
account. This is the header side of the transaction.

LESSON 1: A/R JOURNALS ©2024 Unanet. All rights reserved. 29