Interactive Billing Overview

Use Interactive Billing when you need to generate invoices one at a time, to ensure that each invoice contains the appropriate charges and related information.

Multicompany

If you use the Multicompany feature, you set up Billing options by company, and lower levels of the Work Breakdown Structure (phases, tasks) for any project may belong to different companies. During invoice processing, Vision includes for billing all of the projects owned by (created within) the active company. This is true even if the active company does not own all of the phases or tasks below a given project in the WBS.

Multicurrency and Multicompany

If you use both the Multicompany and Multicurrency features, it is possible that different elements of the WBS (projects, phases, and tasks) are owned by different companies in the enterprise, and that these elements have differing currencies.

Related Topics:

  • Checklist: Processing Bills in Interactive Billing
    If you are new to Interactive Billing, you may find it helpful to review the steps in the overall process.
  • Internal Notes for a Project
    You can enter notes about a project or an invoice on the General tab of the Interactive Billing form. Notes do not appear on the invoice, they are for your reference only.
  • WBS Icons in Interactive Billing
    If you are new to Interactive Billing, you may find it helpful to review the significance of the icons.
  • Interactive Billing Expenses and Supporting Documents
    In Interactive Billing, you can associate and view supporting documents with accounts payable transactions on the Expenses tab.
  • Printing a Supporting Document with an Invoice
    When the Units, AP Vouchers and Disbursements, and/or Expense Reports options are selected on the Billing Backup tab, and the Print with Invoice option is selected for the associated document, the document prints when the invoice is previewed, printed or accepted.
  • Sorting the Supporting Documents
    The order in which the supporting documents display as additional pages is based on various constraints.
  • Transaction Options Overview
    The Labor, Expenses, and Units tabs of the Interactive Billing form list all Vision labor, expense, and unit transactions. On these tabs you can view transaction detail, mark transactions to be billed or held, or delete, insert, modify, transfer, or write off transactions.
  • Viewing, Emailing, and Printing Invoices in Interactive Billing
    When you work in Interactive Billing, you can view invoices, send them as attachments on email messages, or print them.
  • Assigning the Next Invoice Number
    You can reserve the invoice number that will be used the next time that you generate invoices. You use the Assign Invoice Number feature to reserve the next invoice number.
  • Accepting Final Invoices
    In Vision, you make an invoice final through the Accept process. You can accept an invoice in Interactive Billing or Batch Billing. You must specify a new or existing invoice file to which the accepted transactions will be added before you accept the invoice.
  • Printing Final Invoices
    When you click OK to accept the invoice from the Invoice Accept dialog, Vision prints it or displays it.
  • Editing Invoices Outside of Vision
    You can edit invoices in a third-party application, such as Microsoft Word, and then upload the edited invoices to Vision.
  • Voiding Final Invoices
    If an invoice has been accepted for final billing, you can void the invoice.
  • Deleting Final Invoices
    Delete invoices or credit memos if you want to maintain a shorter list of invoices and credit memos on the Invoices on File dialog box.
  • Credit Memos Overview
    In Interactive Billing, you can create full or partial credit memos for posted invoices that were originally created in Interactive Billing. Credit memos allow you to clear outstanding Accounts Receivable invoices from the AR Aged report with no additional transaction entry required.
Parent Topic: Bill Processing Overview