Process Draft Invoices

The most common use for Batch Billing is to create a draft run of all invoices for the current billing period to review the information before processing final invoices.

If you use Pre-Invoices in Vision, make sure the Process Pre-Invoices check box on the Pre-Invoice tab in Billing Terms for a project is cleared before you complete these steps. If not, you will process pre-invoices instead of regular invoices for a project.

To process draft invoices from Batch Billing, complete the following steps:

1. From the Vision Navigation menu, click Billing > Batch Billing.
2. On the Billing Session Options dialog box, select options such as the period start and end date to print on invoices, and click OK.
3. On the Main tab of the Batch Billing form, select Draft in the Run Type field.
4. In the Run Description field, enter a description of the run.
5. If some projects that you select for the current billing session do not have billing terms defined, select Use default terms for draft invoices to use the default terms set on the Default Billing Terms form.
6. Define additional criteria for the batch billing run, such as including an unbilled detail report with each invoice, on the Main tab.
7. If you want to create a single report that includes all of the invoices, or send a single email message to project managers that includes invoice detail for all of their projects, select a template other than Billing Terms in the Invoice Template field.
8. On the toolbar, click Update Fees and review the percent complete of all projects that have fee terms, and/or any other data pertinent to determining current fee billings.
9. On the toolbar, click Run. A dialog box indicates the number of projects processed and the number of invoices generated.