Batch Billing, Billing Terms, and Default Billing Terms

For Batch Billing in a Multicompany environment, you establish both billing terms and default billing terms for each company.

Establish default billing terms for each company in Configuration > Billing > Default Terms.

Establish billing terms for each company's projects, phases, and tasks in Billing > Billing Terms.

• When you add billing terms and you select a project, phase, or task, Vision fills in the tabs with the default billing terms established for the company that owns the project, phase, or task.

• If you select for batch billing a project, phase, or task that does not yet have any billing terms defined, Vision uses the default billing terms set up in Configuration > Billing > Default Terms for the company that owns the project, phase, and task.