Set Up Default Billing Terms

Use the Default Billing Terms form to set up standard billing terms that will act as a starting point when you create individual billing terms for projects.

The Billing section of the help provides field descriptions for the Billing Terms form, which has the same contents as the Default Billing Terms form.

To set up default billing terms for new projects, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Billing > Default Terms.
2. On the Default Billing Terms form, complete the default billing terms information.
3. Click Save.