Include the Billing Backup Report with an Invoice

You can have a project's Billing Backup report print automatically after an invoice run.

When you generate draft or final invoices through Interactive Billing or Batch Billing, Vision prints a Billing Backup report to accompany each generated invoice. There is no global option for printing the Billing Backup report. You must select the Print Backup Report option on the Billing Terms form for each project.

If your firm uses the Multilingual feature, Vision generates the Billing Backup report in the same language as the associated invoices.

To include a billing backup report with each invoice, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. On the Billing Terms form, open the projects for which you want to include a backup report with each invoice.
3. Click the Billing Backup tab.
4. Select the Print Backup Report option and select other options.
5. Click Save.
6. Repeat steps 3-5 for each project that you selected in step 2, scrolling through records to open the next available project. If you are using Supporting Documents and you select the Print Backup Report option on the Billing Terms form for the project, as well as the AP Vouchers and Disbursements and/or Expenses options in the Print Supporting Documents group box, all associated documents print as additional pages at the end of the report. The order in which the supporting documents display is static and is based on the order the transactions appear in the billing backup report, if also printed.

   If the document icon is set to display in the Billing Backup report, the report displays with a document icon to indicate supporting documents. If you are in the Preview window, you can click this icon to open the supporting documents in the application that you use to view .PDF files.