Batch Billing Overview

For a group of invoices, use Batch Billing to print draft invoices, accept and print final invoices, submit invoices for approval, or accept approved invoices.

You can perform these actions immediately or schedule them to occur at a future time.

You cannot modify and add information to invoices as you can in Interactive Billing. Batch Billing is useful when you need to print batches of invoices. For example, use Batch Billing if:

• You want a quick way to get draft invoices ready for project managers to review. You can print all of your draft bills at once, sorted by project manager, using an invoice template other than Billing Terms to generate a single report that includes invoices for all projects assigned to a project manager. You can email this single report to the appropriate project manager (or supervisor, principal, or a billing client).

• You already reviewed and adjusted your draft invoices in Interactive Billing; now you can print and accept them.

• When you print final bills, your special billing forms tie up the printer. Using Batch Billing, you can print bills quickly and free the printer for other uses.

If you use the Invoice Approvals feature and you want to submit more than one invoice at a time for approval or final accept more than one approved invoice at a time (as you do in Interactive Billing), use Batch Billing.

Multicurrency

If you use the Multicurrency feature, you can generate invoices in any established currency in Vision. You can also manage a project in one currency, and bill the project in another currency. Vision uses the default invoice posting accounts for the company that owns the project, phase, or task being invoiced.

Multicompany

If you use the Multicompany feature, you can set up Billing options by company. Lower levels of the Work Breakdown Structure (phases, tasks) for any project may belong to different companies. During invoice processing, Vision includes for billing all projects owned by the active company. This is true even if the company that owns a project does not own one or more of the phases or tasks in the WBS.