Billing and Revenue Portlets Set Up

The following table describes the tasks to set up the Billing and Revenue portlets:

Portlet	Task
Client Invoice Details Portlet	No prior setup is required. Invoices and unbilled charges associated to the project appear on the portlet after creating the transaction.
Client Contact Portlet	This portlet is similar with the Client Contact portlet on the Project Overview page, which displays the information from the contact record you associate to the project. Create a Contact Record – To create a new contact, read Creating a Contact. Associate a Contact to the Project Record – To associate a contact with the project record, read Associating a Contact with a Record.

Portlet

Task

No prior setup is required.

Invoices and unbilled charges associated to the project appear on the portlet after creating the transaction.

This portlet is similar with the Client Contact portlet on the Project Overview page, which displays the information from the contact record you associate to the project.

Create a Contact Record – To create a new contact, read Creating a Contact.
Associate a Contact to the Project Record – To associate a contact with the project record, read Associating a Contact with a Record.

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