Define Reporting Default Billing Terms for Regular Projects

You can define default reporting billing terms specifically for your regular projects.

To define default reporting billing terms for regular projects, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Billing > Reporting Default Terms.
  2. On the Reporting Default Billing Terms form, use the scroll buttons to access the Regular Projects record.

    This record is the first record available; Overhead Projects is the second and final record.

  3. On the Reporting Default Billing Terms form, complete the default reporting billing terms information.
  4. Click Save.