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 |
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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
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 | , 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 |
Specify the following pre-invoice information for each project:
|
Pre-Invoice tab of the Billing Terms form in |
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