Update Fees for a Project on a Billing Form

You can update fees in both Interactive Billing and Batch Billing. For projects that require invoice approval, you can also do this on both the Invoice Approvals form and the Interactive Approvals form.

If record-level security is applied to Billing, Vision allows you to select projects to which you have access based on your security role.

To update fees for your projects on a Billing form, complete the following steps:

1. Click Update Fees on the toolbar of the Interactive Billing form, Batch Billing form, Invoice Approvals form, or Interactive Approvals form.
2. On the Fees tab, update the fee information. Depending on your security access, you may be able to complete some or all of the following actions:
   • Change the fee method and/or fee basis for the project.
   • Update the overall percent completes or the percent complete for the individual phases.
   • Update the current fee amounts being billed, such as lump sum fee amounts or fee percentage.
   • Add, modify, or delete billing phase fees.
   • Add or edit the information on the General tab.
3. Click Save.