Deltek Vantagepoint Help

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Creating Pre-Invoices

Create pre-invoices in Interactive Billing or Batch Billing.

Processing Pre-Invoices in Interactive Billing or Batch Billing

Before you can create pre-invoices for a project, you must select the Process Pre-Invoice checkbox for that project on the Pre-Invoice tab in Billing Terms (in the Projects hub). This checkbox is a toggle that enables and disables pre-invoice processing in Interactive Billing and Batch Billing. When the checkbox is selected, Interactive Billing and Batch Billing produce pre-invoices instead of regular invoices for a project. When the checkbox is cleared, Interactive Billing and Batch Billing produce regular invoices.

You can create a pre-invoice only if:
  • On the Fees tab in Billing Terms (in the Projects hub), you set the Fee Method option to a fee-based billing method of Current Unit or Fee.
  • There are no regular invoices for the project currently in the approval process (if you use the Invoice Approvals feature). You must approve and finalize invoices before you can turn on pre-invoice processing for a project.

Invoice Template for a Pre-Invoice

Create an invoice template to use for pre-invoices that is different from invoice templates for regular invoices. Use the Invoice Template Editor to enter settings and content for the template. Specify the pre-invoice template to use for a project on the Pre-Invoice tab in Billing Terms (in the Projects hub).

Pre-Invoice Amounts

Enter the fee amount for a pre-invoice in the Fee field on the Fees tab in Billing Terms for a project. Billing limits and retainage (entered on the Misc tab in Billing Terms) do not apply, nor do any of the billing terms on the Labor, Expenses/Units, Add-Ons, Sub-Level Terms, AR & BTD, and Billing Backup tabs in Billing Terms.

Pre-Invoice Dates

The date for a pre-invoice is the invoice date that you enter on the Billing Session Options dialog box in Interactive Billing or Batch Billing.

Due dates do not apply for pre-invoices.

Numbering for Pre-Invoices

The invoice numbering system for pre-invoices is separate from the numbering system for regular invoices. Invoice numbers for pre-invoices are sequentially numbered by project, starting with the number 1. They are assigned when you accept an invoice in Interactive Billing or when you process a final run type in Batch Billing.

Pre-Invoice Approval Process

If you use the invoice approval feature, the approval process applies to both pre-invoices and regular invoices. You enable the invoice approval feature in Settings > Billing > Options.

Posting and Pre-Invoices

The last step to create a pre-invoice is to accept the pre-invoice in Interactive Billing or process a final run type for a pre-invoice in Batch Billing. Posting is not required for pre-invoices. No transaction file, posting log, or general ledger entry is created.

In Batch Billing, you can process both pre-invoices and regular invoices together in one batch. When you post the batch, the posting log for the batch shows only the regular invoices.