Billing Unit Write-off Dialog Box

Use the Billing Unit Write-off dialog box to specify all or part of the unit quantity that you do not want to bill on any invoice. Transactions previously marked as bill, delete, or hold can be marked to write off.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Interactive Billing.
  2. Click the Units tab.
  3. Select a transaction.
  4. On the toolbar, click Write-off.

Contents

Field Description
Project This field displays the project associated with the transaction.
Phase This field displays the phase, if any, associated with the transaction.
Task This field displays the task, if any, associated with the transaction.
Unit This field displays the unit number associated with the transaction.
Table This field displays the unit table associated with the transaction.
Date This field displays the transaction date.
Description This field displays the description entered during transaction entry, or on a Billing Unit insert.

Beneath the description Vision displays a summary of the math used to arrive at the extension. For example 17.0 Miles @ 0.31 indicates 17 is the quantity of units, in this case, miles, and each unit is costed at 31 cents.

Quantity Enter the number of units that you do not want to bill on any invoice.
Rate This field displays the billing rate used to determine the billing extension amount, as specified in the unit table.
Extension This field displays the billing extension amount of the unit transaction, determined by multiplying the billing Rate times the Quantity.