Toolbar of Billing Terms

Use the toolbar options to copy, delete, and save billing terms information.

Contents

Field Description
Save Click this option after you create or modify billing terms to save changes. New billing terms will be applied to your next Interactive or Batch Billing session.
Copy Open a project's billing terms and click this option to create new terms from existing terms.
Delete Billing Terms Open a project's billing terms and click this option to remove the project's billing terms. Deleting terms does not delete the project from the Project Info Center. Note that you cannot bill a project that does not have billing terms defined.
Print After you click this option, you can print billing terms for one or more projects.
  • Click Print Current Billing Terms to print the billing terms for the project currently displayed in your browser window.
  • Click Print Active Group to print the billing terms for the projects that are currently open.
  • Click Select Billing Terms to Print to open the Lookup and select the projects for which you want to print billing terms.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

Project Info Center Click this option to open the Project Info Center in the window currently displaying the Billing Terms form.
Help Click this option for information about Billing Terms.
Parent Topic: Billing Terms Form