This non-editable field displays the purpose of the bill: Actual or Backup-Only. Backup-Only bills provide supporting detail for the Actual bill.

This field displays the project-specific bill number assigned to this bill. If the Enable Project Specific Bill Numbering checkbox is selected on the Configure Billing Settings screen, each project has its own bill number sequencing. You initialize this bill number on the Project Billing Information screen, and it is incremented each time you post a bill. Note that this bill number is used in addition to the company-wide invoice number. It does not replace the company-wide invoice number.

Use the drop-down list to select the terms that should be printed on the bill. You must have already established selections on the Manage Customer Terms screen. The default is the terms that were specified for this customer in the Manage Customers screen.

This non-editable field displays the number of the bill posting sequence. It records the bill posting routine number for the unique fiscal year, period, and subperiod. Normally this field is blank. If you see a number here, this means another Costpoint user is currently posting the bill.

This field displays the receivable account to which the bill is posted. The default is the account with the function code of Billed A/R within this project's project account group.

is available if you need to select a different account.

This is the organization to which the bill is posted. The default is the Owning Org of the project. is available if you need to select a different organization.

If you are using reference numbers for data entry, Enter, or click to select, a valid reference number 1.

If you are using reference numbers for data entry, Enter, or click to select, a valid reference number 2.

Enter the text you want printed in the heading of this bill. You can enter a maximum of 254 characters. You can set up a default bill heading on the Other Info tab of the Manage Project Billing Information screen.

If this checkbox is selected, this indicates that the bill has been included in an iRAPT file. Although you can modify this checkbox, you should exercise caution when doing so because it may cause the file to be included in more than one iRAPT file. 

If you recalculate the bill after including it in an iRAPT file, Costpoint clears this checkbox.

If the bill was included in an iRAPT file, this field displays the file name.

If the bill was included in an iRAPT file, this field displays the output path used when the file was created.