Enter Prior Fee Billing-to-Date Amounts

If you selected the Enter Prior Fee Billing in Billing Terms option on the Miscellaneous tab of Billing Setup, you can quickly enter the total prior fee billings for your projects that have fees defined.

Otherwise, you need to adjust prior billings using Project Invoice and Receipt History.

To enter prior billed-to-date amounts, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. On the Billing Terms form, open the project for which you want to adjust the prior fee billing-to-date amount.
3. Click the Fees tab. Vision displays the fee terms defined for this project. If fees have not been enabled for this project, you must enable and define your fee billing terms before entering a prior fee billing-to-date amount.
4. In the Prior Fee Billing field, enter the total prior fee billing-to-date amount for this project. If you are using a phase billing fee method (Percent Complete by Phase, as Percent of Fee or Percent Complete by Phase, as Fixed Amount), this field is not enabled. In this case, you enter the previous fee billed amounts on a per-phase basis in the Billed-to-Date field of the Billing Phases grid on the Fees tab.
5. Click Save.