Deltek Vantagepoint Help

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Invoice Templates for Pre-Invoices

For projects that have pre-invoices, use Invoice Template Editor to create a different invoice template for each of the following: pre-invoices, pre-invoice cancellations, and regular invoices (final or draft).

Pre-Invoice Templates

For the pre-invoice template, update these settings in Invoice Template Editor:
  • General tab:
    • Clear the Show Invoice Box check box to remove the word "Invoice" bordered with a box at the top left of the invoice.
    • In the Label field in the Invoice Block section, enter the label to precede the pre-invoice number on the pre-invoice, such as Pre-Invoice Number:.
  • Totals tab: In the Invoice Total Label field, enter the label for pre-invoice totals, such as Total this Pre-Invoice.
  • Sections tab: Click Pre-Invoice in the Section Order box and select the information to include in the Pre-Invoice section. This section of the pre-invoice lists all pre-invoices that were generated previously for the project. Choose which information to include, such as a pre-invoice's date, amount, note, paid amount, or cancelled amount.

Pre-Invoice Cancellation Templates

All unpaid pre-invoices for a project are canceled automatically when you create a regular invoice (draft or final) in Interactive Billing or Batch Billing for projects with pre-invoices. You can also manually cancel pre-invoices from the Invoice History tab in Interactive Billing.

The cancellation template is used when you print or preview a canceled pre-invoice on the Invoice History tab in Billing > Interactive Billing.

Invoice Templates for Regular Invoices Associated with Pre-Invoices

When you generate a draft or final regular invoice for a project that has pre-invoices, the invoice includes a Pre-Invoice section. This section shows all of the pre-invoices and fee amounts that have been paid and applied to the regular invoice and all of the pre-invoices that have been canceled as a result of creating the regular invoice. All unpaid pre-invoices are canceled automatically when you generate a regular invoice.