Pre-Invoices Setup and Configuration
Before you can create and process pre-invoices and their associated cash receipts, you must complete some setup and configuration.
Setup and Configuration | Location in Vision |
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Turn on the Pre-Invoices feature for a company and then enter a pre-invoice receipt offset account (typically a liability account) to use for cash receipts for pre-invoices. | |
Create invoice templates for pre-invoices and pre-invoice cancellations. This includes selecting labels and options for the Pre-Invoice section of the invoice templates. | |
Select options and labels for the Pre-invoice section of the regular invoice for projects that use pre-invoices. | |
Specify the following pre-invoice information for a project:
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