General Billing Setup Overview

Use the Billing Setup form to configure Billing. You can modify setup options at any time.

If you use the Multicompany feature, you must set up Billing separately for each company. On the Vision Navigation menu, click Utilities > Change Company, and select the next company for which you want to select billing configuration options.

Related Topics

Fee Billed Revenue Posting Options
As part of configuring Billing, you should consider how you want to post fee billed revenue to the general ledger.
Allocating Fee Revenue Based on Transaction Detail
An alternative to posting all fee billed revenue to a single account is to have Vision post to multiple accounts based on the transaction detail that underlies the fee.
Setting Up Allocation of Fee Revenue Based on Transaction Detail
As part of configuring Billing, you may decide to post fee billed revenue to separate revenue accounts for labor, consultants, expenses, and units, based on the transaction detail associated with the invoice.
Allocating Fee Revenue by Billing Category
An alternative to posting all fee billed revenue to a single account is to have Vision post fee billed revenue to separate revenue accounts either for revenue categories or for labor, consultants, and expenses billing categories, with the posted amounts calculated based on fee allocation information that you enter in project billing terms.
Setting Up Allocation of Fee Revenue by Billing Category
As part of configuring Billing, you may decide to post fee billed revenue to separate revenue accounts either for revenue categories or for labor, consultants, and expenses billing categories, with the posted amounts calculated based on fee allocation information that you enter in project billing terms.

Parent Topic: Billing Setup Overview