Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Pre-Invoice Setup and Configuration

Before you can create and process pre-invoices and their associated cash receipts, complete these setup steps for each company in your enterprise.

Step Location in Vantagepoint
Turn on the Pre-Invoices feature and enter a pre-invoice receipt offset account (typically a liability account) to use for cash receipts for pre-invoices. Use Pre-Invoices on the Options form in Settings > Billing > Options

Pre-Invoice Receipt Offset field on the Options form

Create invoice templates for pre-invoices and pre-invoice cancellations. This includes selecting labels and options for the Pre-Invoice section of the invoice templates. All tabs of Settings > Billing > Invoice Template Editor, in the desktop application
Select options and labels for the Pre-invoice section of regular invoices for projects that use pre-invoices. Options form of Settings > Billing > Options
Specify the following pre-invoice information for each project:
  • Pre-invoice and cancellation invoice templates to use.
  • Pre-Invoice note to display in the Note column of the Pre-Invoice section of an invoice.
  • Phase and task for cash receipts that are posted to pre-invoices (if you use phases/tasks).
Pre-Invoice tab of the Billing Terms form in Hubs > Projects > Billing Terms