Delete Billing Terms

You can delete billing terms for a project whether or not there is outstanding detail for the project. However, you cannot create an invoice for a project with no billing terms specified.

If you need to generate an invoice for a project whose terms you deleted, you must re-enter individual billing terms, or open the project from Billing Terms and save the default terms defined for your company.

When you delete a project's terms, you delete all sub-level terms that exist for that project as well. For example, if you delete project ABC Plaza's billing terms, and the project had phase and task terms defined, all three levels of terms are deleted.

To delete a project’s billing terms, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. On the Billing Terms form, open the appropriate project.
3. Click Delete Billing Terms. Vision displays the message: Do you want to delete the current record?
4. Click Yes.