Deltek Vantagepoint Help

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Enable or Disable Pre-Invoice Processing for a Project

If you have the Pre-Invoices feature enabled, turn on or off the ability to process pre-invoices for a project in the project's billing terms.

The Process Pre-Invoices check box on the Pre-Invoice tab in the Billing Terms form acts as a toggle to enable and disable pre-invoice processing in Interactive Billing and Batch Billing for a project.

You enable pre-invoice processing for a project when you want to create a pre-invoice for the project. After you create the pre-invoice, you disable pre-invoice processing so that Interactive Billing and Batch Billing revert to creating regular (draft or final) invoices.

Prerequisite: You must select the Use Pre-Invoices option for the active company in Settings > Billing > Options.

To enable or disable pre-invoice processing for a project:

  1. In the Navigation pane, select Hubs > Projects > Billing Terms.
  2. On the Billing Terms form, open the project.
  3. On the Pre-Invoice tab, select the Process Pre-Invoice check box.
    When the check box is selected:
    • Interactive Billing and Batch Billing produce pre-invoices instead of regular invoices for a project.
    • Only the Fees, Format, More Calculations, and Pre-Invoice tabs in the Billing Terms form are enabled and apply to pre-invoices.
  4. After you create a pre-invoice in Interactive Billing or Batch Billing, return to the Pre-Invoices tab in the Billing Terms form for a project, and clear the Process Pre-Invoice check box.