Create a Pre-Invoice
After you turn on the pre-invoice processing setting in a project's billing terms, you can create a pre-invoice in Interactive Billing or Batch Billing.
Pre-Requisites: All of the following are required before you can create a pre-invoice:
- The Pre-Invoices feature for a company must be enabled (on the Miscellaneous tab inEnable Pre-Invoices check box.) , select the
- A project must have the fee-based billing method of Current unit or fee selected on the Fees tab in Billing Terms.
- If you use the Invoice Approvals feature and regular invoices are in the process of being approved (submitted, approved, or rejected) for a project, theses invoices must be approved and finalized before you can turn on pre-invoice processing for a project.
To create a pre-invoice for a project:
- From the Vision Navigation menu click .
- On the Billing Terms form, select a project for which to create a pre-invoice.
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On the Pre-Invoice tab, select the
Process Pre-Invoices check box.
When this check box is selected:
- Pre-invoices, instead of regular invoices, are created in Interactive Billing and Interactive Billing for the project.
- Only the General, Fees, Misc, and Pre-Invoice tabs in Billing Terms are enabled and apply to pre-invoices.
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If you have not previously entered the remaining settings on the Pre-Invoice tab, enter them now.
- Enter notes to print in the Notes column in the Pre-Invoice section of a pre-invoice.
- Select a pre-invoice template and cancellation template.
- If you use phases and tasks (WBS2 and WBS3), enter a phase and task to use for cash receipt posting of paid pre-invoices.
- On the Fees tab, enter the fee amount in the Fee field for the pre-invoice.
- Click Save, and exit Billing Terms.
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Complete one of the following:
- In , create and accept the pre-invoice.
- In , process a final run type.
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After you create the pre-invoice, open Billing Terms for a project, clear the
Process Pre-Invoice check box on the Pre-Invoice tab, and click
Save.
This turns off pre-invoice processing in Interactive Billing and Batch Billing for the project.
The other pre-invoice settings that you entered on the Pre-Invoice tab are saved for the next time that you select the Process Pre-Invoice check box to produce a pre-invoice.