Page 14 - Unanet GovCon Using Billing Revenue - Participant Guide ebook
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Invoice Setup: Setup Tab / Contacts / Additional Invoice Formats / Other


               Project Billing Invoice Setup:

               Setup Tab: one overarching control on the Setup tab is the Generate Unanet Invoices
               checkbox. This box designates whether a Unanet invoice will be created for a project.
               For example, if a project is newly created and not authorized to bill, this box may not be
               selected. Once this item has been checked, several other attributes on the invoice setup
               tabs will be required.

                       Approval Group: projects within the Approval Group are assigned within the
                       project billing invoice setup. Approvers assigned to the group must have the AR
                       Manager role.
                       Standalone Project vs Invoice Groups: need to define whether a project is
                       being invoiced as stand-alone or whether it participates in an Invoice Group. An
                       Invoice Group is a group of projects that are to be invoiced together. Participants
                       in an Invoice Group include at a minimum, a Lead Project, and optionally
                       additional Contributor Projects. Invoice setup details will be determined by the
                       configuration established on the Lead Project and thus many of the setup options
                       will be disabled when editing a Contributor project.

                       Payment / Invoice Options: required fields for Primary Invoice Format, Invoice
                       Number Format, and Payment Terms. The master list of available options is
                       defined by the System Administrator.

               Contacts Tab: default values for contacts and addresses are established at the
               Organization level. The Bill To, Remit To and Ship To can be designated. An Invoice
               signature can be selected to show a signer’s electronic signature, if required. As well as
               the default for Invoice Delivery Options, print or email of invoices. If emailing, must have
               a valid email address and System Administrator must configure the system for email.

               If the address values are blank on this screen, you must populate them in the
               Organizations dashboard. These selections can be overridden on an invoice-by-invoice
               basis when adding or editing an invoice.

               Additional Invoice Formats Tab: are configured by the System Administrator in the
               Admin Setup area, and then selected at the Project profile level. When configuring the
               Invoice Setup, you are required to specify a Primary Invoice Format (on the Setup tab)
               and optionally specify one to many additional formats. When specifying additional
               formats, the invoice generation process will create the multiple invoices at once.

               Other Tab: provide for the option of specifying additional information such as Invoice
               Header information and two freeform areas (Description and Invoice Memo).

               Note: that many of the attributes defined at the project level on these tabs can subsequently be
               modified on individual draft invoices




               LESSON 2: CUSTOMER INVOICING IN UNANET
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