Enable Scheduled Billing

Use the Scheduled Billing feature to invoice fee-based projects based on scheduled invoicing dates and percent completes or dollar amounts.

To enable scheduled billing, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Billing > General.
2. On the Billing Setup form, click the Miscellaneous tab.
3. Select the Enable Scheduled Billing option.
4. Click Save.
5. From the Vision Navigation menu, click Billing > Billing Terms.
6. On the Billing Terms form, open the project.
7. Click the Fees tab and select a method in the Fee Methods field. When you open a project from the Fee tab for the first time after your firm enables Scheduled Billing, the Billing grid may not display if No Fee Billing is selected from the Fee Method field. Select a fee method to display the grid.
8. Select the Enable Scheduled Billing option.
9. Enter or update billing schedule data on the grid.
10. Click Save.