Deltek Vantagepoint Help

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Pre-Invoice Tab of the Default Billing Terms Form

Use this tab to specify pre-invoice settings and turn on pre-invoice processing for a project.

This tab displays only if the Use Pre-Invoices option is selected for the active company in Settings > Billing > Options.

Format

Field Description
Pre-Invoice Note This field is enabled when you select the Process Pre-Invoice check box on this tab. Enter the text that you want to display in the Note column of the Pre-Invoice section of a pre-invoice, pre-invoice cancellation invoice, or regular invoice associated with pre-invoices.
Pre-Invoice Template This field is enabled when you select the Process Pre-Invoice check box on this tab. From the drop-down list, select the template to use for pre-invoices. The drop-down list for this field includes default templates provided by Deltek and invoice templates that you create with the Invoice Template Editor.

The Deltek-provided Default template prefills in this field. Typically, rather than using the default template, you create your own pre-invoice template in Settings > Billing > Invoice Template Editor, in the desktop application. Your template then also displays in the drop-down list in this field.

You create invoice templates to use for pre-invoices that are different from your regular invoice templates. Each displays the appropriate "Invoice" or "Pre-Invoice" label.

If your firm sets up Record Level View access for invoice templates, you may be limited to only those templates selected by your system administrator. Record Level View settings are on the Record Access tab in Settings > Security > Roles.

Cancel Template This field is enabled when you select the Process Pre-Invoice check box on this tab. From the drop-down list, select the template to use for pre-invoice cancellations. You cancel pre-invoices in Invoices on File in Billing. The drop-down list for this field includes default templates provided by Deltek and invoice templates that you create with the Invoice Template Editor.

The Deltek-provided Default template prefills in this field. Typically, rather than using the default template, you create your own pre-invoice cancellation template in Settings > Billing > Invoice Template Editor, in the desktop application. Your template then also displays in the drop-down list in this field.

If your firm sets up Record Level View access for invoice templates, you may be limited to only those templates selected by your system administrator. Record Level View settings are on the Record Access tab in Settings > Security > Roles.