Use this tab to enter default internal notes and other general billing term information.
Contents
| Field | Description |
|---|
| Billing Client, Billing Contact, and Billing Address Fields
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When you define default billing terms, you cannot specify a billing client name or address information, so these fields are not enabled. You enter a specific billing client in Billing Terms for each project.
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| Notes
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Enter internal notes for project billing; for example, "Backup needed for invoice use." These notes are helpful if someone is creating an invoice for the project other than the person who usually processes bills for the project.
You may want to enter the following type of information in this field:
- The backup that accompanies the invoice.
- The billable/non-billable expenses.
- The reports the project manager likes to receive with draft invoices.
- The frequency in which invoices are sent out (for example, bi-monthly, monthly).
Notes are for internal reference only and do not display on the invoice. The notes do display in the
Notes field on the General tab of the Interactive Billing form.
|
| Description
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Enter additional information to describe the billing terms, such as a purchase order reference. If you enter a description here, it displays in the header section of the invoice below the project number and project name.
To format description text, click
Edit to open the text editor.
Most formatting that you add with the text editor, including the table format, does not display on invoices that you print from Vision. However, the formatting does display when you preview or download the invoices. This is due to limitations in Microsoft SQL Server Reporting Services.
By default, a default invoice template will be shown with HTML formatting in this field.
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| Invoice Template
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From the drop-down list, select the invoice template to use when an invoice is created for a project. The list can include default templates provided by Deltek and custom templates that you create with the Invoice Template Editor.
If your firm sets up
Record Level View access for invoice templates, you may be limited to only those templates selected by your Vision administrator. Record Level View settings are on the Record Access tab in
.
Changing the invoice template in Default Billing Terms does not affect the invoice template selected for projects whose billing terms are already defined. It affects only the billing terms for the new projects that you create after you change the default template.
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| Credit Template
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From the drop-down list, select the credit template to use when credit memos are created in Interactive Billing for an invoice for a project.
The drop-down list in the
Credit Template field includes the Deltek-provided
Default template and any custom invoice templates that are created using the Invoice Template Editor. These are the same templates that are included in the
Invoice Template drop-down list. When you use the
Default template for credit memos, the credit memo displays a Credit Memo box at the top, instead of an Invoice Box.
If your firm sets up
Record Level View access for invoice templates, these settings also apply to the credit template. This affects whether or not you can select templates in this field. Record Level View settings are on the Record Access tab in
.
Changing the credit template in Default Billing Terms does not affect the credit template selected for projects whose billing terms are already defined. It affects only the billing terms for the new projects that you create after you change the default template.
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