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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