Page 13 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Customer - Project Organization

Each Unanet project must be associated with a Project Organization which represents a
Customer.

Navigate: Organizations > List > Pencil Icon (to edit)

Billing Managers have access to input contact and address information into an
Organization profile via the Organizations dashboard. Contact Name, Email, and
Organization Addresses must be entered prior to completing the Project Setup for
Billing & Invoicing. This information is then selectable in the project profile and when
creating the Customer Invoice.

Unanet requires Customer Invoices to have a Bill To address and a Remit To address
as per the customer’s contract or agreement.

Assign Default Contact/Address For:

▪ Bill To: Project Organization (Customer) – where the invoice is sent
▪ Remit To: Owning Organization (Financial Organization) - where the customer is
to send their payment for the invoice (AR Dept)
▪ Ship To: Project Organization (Customer) - OPTIONAL

Project Setup

The billable Project and all of its properties are inputted into Unanet according to the
signed contract. The role of the Billing Manager has access to view the project
information.

Navigate: Contracts > Project > List > Magnifying glass (to View) or Pencil icon (to Edit)

Project Level Billing Configuration
The Billing Manager has access to enter and modify data in the Project level Billing
screens. This information must be established for a project to participate in the posting
and billing processes.

Project Level – Billing

The setup for the overall invoice and payment options for the project’s invoices is found
under the Billing menu. The Billing menu is also used to define a Fixed Price project’s
billing schedule and associated revenue recognition management.

Navigate: Contracts > Project > List > Edit Pencil Icon > Billing (left side menu)
The Billing menu has several sub-menu options used to manage Billing information for a
project.

LESSON 2: CUSTOMER INVOICING IN UNANET
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