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Printing Billed-to-Date Amounts on Invoices

You can print billed-to-date amounts (cumulative billings) on your invoices.

Vantagepoint prints billed-to-date amounts in different locations on the invoice depending on whether you are generating the invoice for the project as a whole, for each individual phase, each individual task, or for a billing group.

To print billed-to-date amounts for: Select this option on the Format tab of the Billing Terms form:
Entire project Select the Project Billed-to-Date option at the project level of Billing Terms.

Vantagepoint displays cumulative billings for the project as a whole in an invoice section called Billings to Date.

If you select Project Billed-to-Date, you may also select one or both of these options:

  • Billed-to-Date Received Total: Includes the amount of money received for invoices issued to date for this project.
  • Billed-to-Date AR Balance Total: Includes the amount billed but not yet received for this project.
Each phase, with cumulative billings at the phase level Select the Phase Billed-to-Date option at the project level of billing terms.

Vantagepoint displays cumulative billings at the phase level, in an invoice section called Billings to Date. Amounts are for all phases, regardless of whether task detail exists.

This option is available only if the project is set up with at least two levels of work breakdown structure. This option is not available if you chose to Consolidate Printing of Phases on the Sub-Level Terms tab.

If you select either Phase Billed-to-Date or Billed-to-Date Phase Totals, you may also select one or both of these options:

  • Billed-to-Date Received Total: Includes the amount of money received for invoices issued to date for this phase.
  • Billed-to-Date AR Balance Total: Includes the amount billed but not yet received for this phase.
Each phase, with subtotals by task Select the Billed-to-Date Phase Totals option at the project level of billing terms. Vantagepoint displays billed-to-date subtotals for each phase by adding the total billed-to-date amounts for each phase's tasks. Vantagepoint prints the subtotal beneath the task breakout in each project's Billings to Date section.

This option is available only if the project is set up with three levels of work breakdown structure. This option is not available if you chose to Consolidate Printing of Phases or Consolidate Printing by Task on the Sub-Level Terms tab.

If you select either Print Phase Billed-to-Date or Print Billed-to-Date Phase Totals, you may also select one or both of these options:

  • Print Billed-to-Date Received Total: Includes the amount of money received for invoices issued to date for this phase.
  • Print Billed-to-Date AR Balance Total: Includes the amount billed but not yet received for this phase.
Each task Print Billed-to-Date Breakout option at the project level, on the General tab of the Billing Terms form. Vantagepoint shows billed-to-date amounts at the lowest level of the current project's work breakdown structure, for a project with three WBS levels. Vantagepoint prints each project's phase and task detail in a section called Billings to Date.

This option is available only if the project is set up with three levels of work breakdown structure. This option is not available if you chose Consolidate Printing by Phase or Consolidate Printing by Task.

This field displays only at the project level.

If you select Billed-to-Date Breakout, you may also select one or both of these options:

  • Billed-to-Date Received Total: includes the amount of money received for invoices issued to date, for this task
  • Billed-to-Date AR Balance Total: includes the amount billed but not yet received, for this task
To print billed-to-date amounts for: Select this option on the Invoice Format section of the Billing Groups form:
A billing group or each project in a billing group Select Group or Project in the Print billed-to-date by field on the Billing Groups form. Vantagepoint displays the Billings to Date section for the entire billing group or for each project in the billing group.