Enable or Disable Pre-Invoice Processing for a Project

You turn on pre-invoice processing on the Pre-Invoice tab of Billing Terms.

The Process Pre-Invoices check box on the Pre-Invoice tab in Billing Terms acts as a toggle to turn on and off pre-invoice processing in Interactive Billing and Batch Billing for a project.

You enable pre-invoice processing for a project when you want to create a pre-invoice for the project. After you create the pre-invoice, you disable pre-invoice processing so that Interactive Billing and Batch Billing revert to creating regular (draft or final) invoices.

To enable or disable pre-invoice processing for a project:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. On the Billing Terms form, use the Project lookup in the Search field to select a project.
3. Click the Pre-Invoice tab, and select the Process Pre-Invoice check box. When the check box is selected:
   • Interactive Billing and Batch Billing produce pre-invoices instead of regular invoices for a project.
   • Only the General, Fees, Misc, and Pre-Invoice tabs in Billing Terms are enabled and apply to pre-invoices.
4. After you create a pre-invoice in Interactive Billing or Batch Billing, return to the Pre-Invoices tab in Billing Terms for a project, and clear the Process Pre-Invoice check box. When the check box is cleared, Interactive Billing and Batch Billing produce regular invoices for a project instead of pre-invoices.