Create a Pre-Invoice
After you turn on the pre-invoice processing setting in a project's billing terms, you can create a pre-invoice in Interactive Billing or Batch Billing.
Prerequisites: All of the following are required before you can create a pre-invoice:
- The Pre-Invoices feature for a company must be enabled. Select the Use Pre-Invoices option for the active company in .
- A project must have the fee-based billing method of Current Unit or Fee selected on the Fees tab in .
- If you use the Invoice Approvals feature and regular invoices are in the process of being approved (submitted, approved, or rejected) for a project, theses invoices must be approved and finalized before you can turn on pre-invoice processing for a project.
To create a pre-invoice for a project:
Parent Topic: How to...