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 .
To enable or disable pre-invoice processing for a project:
Parent Topic: How to...