Use Billing Terms to Generate Project Reports Without Generating Invoices

You can use labor, expense, consultant, or unit billing terms to create project reports, without having these terms affect invoices.

For example, to prepare an invoice for a fee-based project, you need the labor and expense amounts incurred on the project to calculate the fees on the invoice. You can run a project report to get these amounts, then use the report to calculate the appropriate fees.

To use billing terms for project reporting, but not on invoices, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. On the Billing Terms form, click the Labor tab or the Exp/Con/Unit tab, depending on which billing terms you want to use for reporting only.
3. Select one or more projects.
4. Select the Use for Project Reporting Default Terms Only option. Select this option on the appropriate tab(s) and area(s). For example, to use labor and expense terms, select the option on the Labor tab and in the Expense Terms area on the Exp/Con/Unit tab.
5. Click Save.
6. Run a project report. The Billing Rates option must be selected in the Report At field on the project report's General tab for reports to use project reporting default terms.