Page 55 - Unanet GovCon Using Billing Revenue - Participant Guide ebook
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LESSON 5 INVOICE ADJUSTMENTS
Learning Objectives
• Apply invoice adjustments and analyze impact to billing and revenue
• Funded Value limits
• Deferral
• Write-off
• Void
• Determine which Billing & Revenue reports to use to ensure accurate transaction
processing
• Billing & Revenue Summary
• Project Transactions
Introduction
Applying invoice adjustments in the Billing & Invoicing process includes Funded Value
limits, Deferrals, Write-offs, and Voids as performed by the Unanet Billing Manager.
Lesson 5 Overview Video (for SDL only)
Funded Value Limits on Customer Invoice
Unanet can limit billing and/or revenue recognition posted to the Funded Value set at
the project/task level. A Billing Manager has access to view these settings on the project
(use magnifying glass). If there is a checkmark next to the setting, then billing and/or
revenue will be limited to the Funded Value (less any fixed fees).
LESSON 5 INVOICE ADJUSTMENTS
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