General Tab of Interactive Billing

Use the General tab to confirm key billing information for an invoice, such as billing approval status, a summary of a project's billing terms, and the billing address.

Contents

Field	Description
Invoice Status	If invoice approval is enabled for the project, this field displays the approval status for the invoice: New — The invoice has not been submitted for approval. (If an invoice is submitted and then at some point is unsubmitted, Vision also assigns the New status to it.) Submitted by <submitter name> <submission date and time> — The invoice is submitted for approval. Approved by <approver name> <approval date and time> — The invoice is approved for billing. Rejected by <rejecter name> <rejection date and time> — The invoice has been rejected for billing. If invoice approval is not enabled for the project, this field is not displayed.
Comment	If invoice approval is enabled for the project, click this option to view a list of approval actions carried out to date and any comments related to the invoice approval process. If invoice approval is not enabled for the project, this field is not displayed.
Billing Group	This option is selected if the current project, phase, or task belongs to a billing group. The main project of the billing group displays in the Main Project field.
Main Project	If the current project, phase, or task belongs to a billing group, Vision displays the main project number for the group. If you use the Multicompany feature, the company that "owns" the main project in the billing group is the company that generates the invoice for the entire billing group.
Invoice	This field displays the next invoice number to be used for this project when invoices are generated, if an invoice number has been assigned using the Assign Invoice Number option.
Edited Invoice on File	This link displays if a copy of an invoice that has been edited in a third-party software program (for example Microsoft Word, or Microsoft Excel) exists for the project. Click the link to open the edited invoice for viewing or further editing. If you make further changes, be sure to save the document and to use the upload feature to replace the document with the most current version on the Vision application server. After the invoice is accepted Vision removes the link. You can access accepted invoices from the Invoices on File dialog. In the Invoices on File dialog box, Vision indicates invoices that have been edited in third-party software applications with an asterisk (*).
Billing Currency	If you use the Multicurrency feature, this field displays the currency used by your company to generate invoices and billing reports for the current project. You select the billing currency for each project on the Accounting tab of the Project Info Center.
Terms on File	This option is selected if the current project, phase, or task has effective billing terms established from the Billing Terms form.
Project	If billing terms exist for the current project, phase, or task, the project number whose terms the current project uses displays in this field. If the project is a sub-project in a billing group and Consolidate Printing is selected for the billing group's main project, the main project number appears in this field. If a phase or task is open in the Interactive Billing form, and phase or task terms are established, the project number appears in this field, but the terms used may be phase or task terms. For projects that have a defined multi-level WBS, an icon similar to the following will display next to the project name. Click the icon to view the WBS tree structure.
Phase	If phase billing terms exist for the current phase or task, and main project terms are not being used, the phase number displays in this field. If the project is a sub-project in a billing group and Consolidate Printing is selected for the billing group's main project, phase billing terms are not used, and this field is blank. The billing terms established at the project-level for the main project are used for all sub-projects. If a task is open in the Interactive Billing form, and task terms are established, the phase number appears in this field, but the terms used will be task terms.
Task	If task billing terms exist for the current task, the task number displays in this field. If the project is a sub-project in a billing group and Consolidate Printing is selected for the billing group's main project, task billing terms are not used, and this field is blank. The billing terms established at the project-level for the main project are used for all sub-projects.
Fee Method	Vision displays the method selected to determine how to bill fee amounts for the project, phase, or task open in the Interactive Billing form. This method is established in the Fee Method field on the Fees tab of the Billing Terms form for the main project, current project, or the current project's phase or task, depending on which terms are being used.
Labor Method	Vision displays the method selected to determine how to bill labor amounts for the project, phase, or task open in the Interactive Billing form. This method is established in the Labor Method field on the Labor tab of the Billing Terms form for the main project, current project, or the current project's phase or task, depending on which terms are being used.
Consultant Method	Vision displays the method selected to determine how to bill consultant expense amounts for the project, phase, or task open in the Interactive Billing form. This method is established in the Method field in the Consultant Terms section of the Exp/Con/Unit tab of the Billing Terms form for the main project, current project, or the current project's phase or task, depending on which terms are being used.
Expense Method	Vision displays the method selected to determine how to bill reimbursable expense amounts for the project, phase, or task open in the Interactive Billing form. This method is established in the Method field in the Expense Terms section of the Exp/Con/Unit tab of the Billing Terms form for the main project, current project, or the current project's phase or task, depending on which terms are being used.
Notes	Enter notes about this invoice. The text will wrap as you enter it, if necessary. These notes do not appear on the invoice, they are for internal reference only. Notes entered in the Notes field on the General tab of the Billing Terms form at the project-level, or for the main billing group project, appear in this field. You may want to enter a note in the Interactive Billing form if someone is billing the project other than the usual person. You must belong to a role with the proper access rights to enter notes in this field (Interactive Billing - Allow Final Processing).
Billing Address	Vision displays the address where the invoice will be sent. Vision uses the Billing Address specified for the project (or main project, if the project is part of billing group) on the Accounting tab of the Project Info Center. The addressee line(s) (first and or first and second) are determined by your selection from the Invoice Addressee field of the Billing Session Options dialog box.