Sections Tab of Invoice Template Editor

Use the Sections tab to select the order that sections display on the invoice and to enter section options and heading labels.

The fields that display in the Section Labels/Option section on this tab depend on the section that you select in the Section Order area.

Contents

Field	Description
Section Order	Select a section that you want to re-order on the invoice, or that has labels that you want to edit.

Section Order Section

Field	Description
Move Up, Move Down	Click these buttons to re-order where the sections appear on an invoice. Select an invoice section in the Section Order list, and click Move Up to move the section one position closer to the top in the list of sections. Click Move Down to move the section one position closer to the bottom in the list of sections. You cannot move the Outstanding A/R or Billed-To-Date sections.

Section Labels/Options Section

Field	Description
Fee	The following fields display when you select Fee in Section Order: Fee Heading — Enter the label to display on the invoice as the section heading above fee billing detail. Factor 1 — Enter the label to precede the value entered in the Est. Construction field on the Fees tab of Billing Terms. This label and its corresponding value will display on the invoice only if the Fee Method selected in Billing Terms is Overall Percent Complete, Percent Complete by Phase, as Percent of Fee, or Cumulative unit or fee, and if the Fee Basis is Percent of construction. Factor 2 — Enter the label to precede the value entered in the Fee Percent field on the Fees tab of Billing Terms. This label and its corresponding value will display on the invoice only if the Fee Method selected in Billing Terms is Overall Percent Complete, Percent Complete by Phase, as Percent of Fee, or Cumulative unit or fee, and if the Fee Basis is Percent of construction. Unit Factor 1 — Enter the label to precede the value entered in the Unit Quantity field on the Fees tab of Billing Terms. This label and its corresponding value will display on the invoice only if the Fee Method selected in Billing Terms is Overall pct cpl, pct Cpl by phase as pct of fee, or Cumulative units or fee, and if the Fee Basis is Unit Based. Unit Factor 2 — Enter the label to precede the value entered in the Unit Quantity field on the Fees tab of Billing Terms. This label and its corresponding value will display on the invoice only if the Fee Method selected in Billing Terms is Overall Percent Complete, Percent Complete by Phase, as Percent of Fee, or Cumulative unit or fee, and if the Fee Basis is Unit based. Fee Total — Enter the label to precede the total fee amount to be billed. How Vision determines this value depends on the project's Fee Method and Fee Basis selected in Billing Terms. For example, if the Fee Basis is Lump sum, the value that prints after the Fee Total label will be the value entered in the Fee field on the Fees tab of Billing Terms. Billing Phase Columns Select — Click the check box next to the column name that you want to appear on the invoice. Column Name — Vision displays the columns that appear in the Billing Phases grid on the Fees tab of the Billing Terms form. Heading 1 — Enter the label to appear as the column heading on the invoice. If your label is long, and your available space is minimal, consider using Heading 2 as well. Heading 1 cannot be longer than the width specified in the Width field. Characters outside this width will not display. Heading 2 — If your column label is long, or contains multiple words, split the label between Heading 1 and Heading 2. Text entered in Heading 2 displays below the Heading 1 text. Heading 2 cannot be longer than the width specified in the Width field. Characters outside this width will not display. Width — Enter the column width in either inches or millimeters, based on which one you selected in the Unit of Measure field on the Misc tab. Be aware that the heading text that you select for Heading 1 and Heading 2, as well as the value that Vision retrieves to display in these columns, cannot be longer than the width specified. Labels that are longer than the specified width are truncated. If column values are greater than the specified width, asterisks (***) display. Vision displays a warning message if the width that you enter will cause the billing phase information to extend beyond the right margin of the page. Be aware that all columns may not fit on one page. To ensure all necessary columns in this section of the invoice fit, remove unnecessary columns by entering a width of 0.0, or change the width of the Billing Phase Name field and use the Heading 1 and Heading 2 columns to allow for wrapping. Percent Complete — Enter the label to precede the value entered in the Percent Complete field on the Fees tab of the project's Billing Terms form. This label and its corresponding value do not display on the invoice unless the Fee Method selected in Billing Terms is Overall Percent Complete. BTD Section — Select the section where Vision should add current, previous, and year-to-date fee amounts.
Labor	The following fields display when you select Labor in Section Order: Labor Heading — Enter the label to display on the invoice as the section heading above labor billing detail, such as Professional Personnel. Hours Label — Enter the label to display on the invoice as the column heading above hours worked for the project. Rate Label — Enter the label to display above the labor billing rate for individual employees who billed hours on the project. This column displays only if Show Rates is selected on the Labor tab of the Billing Terms form. Amount Label — Enter the label to appear above the amount billed by each individual employee who billed hours on the project. This column appears only if Show Rates is selected on the Labor tab of the Billing Terms form. Totals Label — Enter the label to precede the line displaying totals for individual labor billing components, such as hours, rate, and amount. Labor Total — Enter the label to precede the total amount of labor billed for the invoice. For example, Total Labor. If Show Multipliers is selected on the Labor tab of the Billing Terms form, multipliers displays on this line. Overtime Premium — Enter the label to precede straight overtime information, such as the Ovt Multiplier specified in Billing Terms, and the total monetary amount of straight overtime. This line displays only if Show Ovt Multiplier is selected on the Labor tab of the Billing Terms form. Overtime 2 Premium — Enter the label to precede secondary overtime information, such as the Ovt-2 Multiplier specified in Billing Terms, and the total monetary amount of overtime. This line displays only if Show Ovt Multiplier is selected on the Labor tab of the Billing Terms form. BTD Section — Select the Billed-to-Date expense label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage Interest) where Vision will display current, previous, and year-to-date labor billing amounts in the Billed-to-Date section of the invoice.
Units	The following fields display when you select Units in Section Order: Unit Heading — Enter the label to display on the invoice as the section heading above unit expense billing detail. Unit Total — Enter the label to precede the total amount of unit expenses billed for the invoice. BTD Section — Select the Billed-to-Date sub-section label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage Interest) where Vision will display current, previous, and year-to-date unit expense amounts in the Billed-to-Date section of the invoice. For example, to combine consultant and unit expenses on the Expenses Billed-to-Date line, click Units in the Section Order area, and select Expenses in the BTD Section field. Then click Consultants in the Section Order area, and select Expenses in the BTD Section field.
Consultants	The following fields display when you select Consultants in Section Order: Consultant Heading — Enter the label to display on the invoice as the section heading above consultant expense billing detail. Consultant Total — Enter the label to precede the total amount of consultant expenses billed for the invoice. BTD Section — Select the Billed-to-Date expense label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage Interest) where Vision will display current, previous, and year-to-date consultant expense amounts in the Billed-to-Date section of the invoice. For example, to combine consultant and unit expenses under the Billed-to-Date heading Expenses, click Consultants in the Section Order area, and select Expenses in the BTD Section field. Then click Unit in the Section Order area, and select Expenses in the BTD Section field.
Reimbursables	The following fields display when you select Reimbursables in Section Order: Expense Heading — Enter the label to display on the invoice as the section heading above reimbursable expense billing detail. Expense Total — Enter the label to precede the total amount of reimbursable expenses billed for the invoice. BTD Section — Select the Billed-to-Date expense label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage Interest) where Vision will display current, previous, and year-to-date reimbursable expense amounts in the Billed-to-Date section of the invoice.
Additional Items	The following fields display when you select Additional Items in Section Order: Add On Heading — Enter the label to display on the invoice as the section heading above Add-on expense billing detail. Add On Total — Enter the label to precede the total amount of Add-on expenses billed for the invoice. BTD Section — Select the Billed-to-Date expense label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage Interest) where Vision will display current, previous, and year-to-date add-on fee amounts in the Billed-to-Date section of the invoice. For example, click Additional Items in the Section Order area, and select Fee in the BTD Section field to combine Add-on Fees with other Fee amounts on the Fee Billed-to-Date line. When you change the order of where Additional Items displays on the invoice, this does not affect the display of add-ons marked as retainers.
Limits	The Limits sections that display on the invoice are selected on the Misc tab of the Billing Terms form. The following fields display when you select Limits in Section Order: Limit Heading — Enter the label to display on the invoice as the section heading above billing limits information. Current Label — Enter the label to display above the current invoice's billing limit amount for each limit section, such as Fee or Labor. Prior Label — Enter the label to display above the sum of all prior invoice billing limit amount for each limit section, such as Fee or Labor. To-Date Label — Enter the label to display above the total project billing limit amount (sum of current and prior) for each limit section, such as Fee or Labor. Limit Total — Enter the label to precede total project billing limits displayed in the Current, Prior, and To-Date columns. Limit Remaining — Enter the label to precede the remaining amount left before reaching the project limit. Limit Adjustment — Enter that label to precede the difference between the total billings to date and the billing limit. Fee — Enter the label to display above the fee numbers. Labor — Enter the label to display above the labor numbers. Consultant — Enter the label to display above the consultant numbers. Expense — Enter the label to display above the expense numbers. Unit — Enter the label to display above the unit numbers. Add-On — Enter the label to display above the add-on numbers.
Taxes	The following fields display when you select Taxes in Section Order: Tax Heading — Enter the label to appear on the invoice as the section heading above the tax detail. Tax Total — Enter the label to precede the total amount of taxes billed for the invoice. BTD Section — From the drop-down list, select the Billed-to-Date expense label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage, or Interest) where Vision will display current, previous, and year-to-date tax amounts in the Billed-to-Date section of the invoice. Subtotal Before Taxes — Select this check box to print a subtotal of preceding invoice sections before printing the Taxes section. Use the associated field to enter a label to print to the left of the subtotal. The label and subtotal display at any level at which taxes are calculated on an invoice. They are not displayed if taxes are not calculated. If a retainer, which should not affect the tax calculation, is included on the invoice, it is included in the calculation of the subtotal amount. Thus, in that case, the subtotal would not match the tax basis. Display Tax Calculation on Invoice — Select this check box to display the tax calculation on an invoice. Example: "10.00% of 1,500.00" Subtotal Before Taxes in Tax Currency — Select this check box to print a subtotal of preceding invoice sections in the tax currency before printing the Taxes section. Use the associated field to enter a label to print to the left of the subtotal. (This option is only available if your company uses the Multicurrency feature.) The label and subtotal display at any level at which taxes are calculated on an invoice. They are not displayed if taxes are not calculated or if the currency for all tax codes for the invoice is the billing currency. Vision determines the amount by calculating the subtotal in the billing currency, converting that amount to the functional currency, and then converting the functional currency amount to the tax currency. Vision uses the exchange rates on or before the invoice date to do the currency conversions. If a retainer, which should not affect the tax calculation, is included on the invoice, it is included in the calculation of the subtotal amount. Thus, in that case, the subtotal would not match the tax basis. If more than one tax code applies to the invoice, Vision does the following: If all tax codes with a currency different than the billing currency have the same tax currency, Vision calculates one subtotal in that currency. If tax codes with a currency different than the billing currency do not have the same tax currency, Vision calculates a subtotal in the currency for the first of those tax codes encountered when generating the invoice. You can select both the Subtotal Before Taxes check box and Subtotal Before Taxes in Tax Currency check box. Print Tax Amount in Tax Currency — Select this check box if you want to print the tax amount in the tax currency when the tax currency is different than the billing currency. If you select this option, Vision prints the tax amount in the tax currency and indicates what the currency is in the description area of the tax line on the invoice. If you do not select this option, Vision does not display the additional tax amount information. To determine the tax currency amount, Vision first converts the billing currency amount to the functional currency, and then converts that amount to the tax currency amount. This option is only available if your company uses the Multicurrency feature and has tax auditing enabled for the active company. See the Multicurrency topics in the Concepts section of the help for information about tax currencies. See the discussion of Tax Auditing in the Configuration section of the help for information about enabling and setting up tax auditing.
Retainage	Retainage sections that display on the invoice are selected on the Misc tab of the Billing Terms form. The following fields display when you select Retainage in Section Order: Retainage Heading — Enter the label to display on the invoice as the section heading above retainage detail. Current Label — Enter the label to display above the current invoice's retainage amount for each retainage section, such as Fee or Labor. Prior Label — Enter the label to display above the sum of all prior invoice retainage amount for each limit section, such as Fee or Labor. To-Date Label — Enter the label to display above the total project (or project group) billing limit amount (sum of current and prior) for each limit section, such as Fee or Labor. Limit Label — Enter the label to precede the retainage limit. BTD Section — Select the Billed-to-Date expense label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage Interest) where Vision will display current, previous, and year-to-date retainage amounts in the Billed-to-Date section of the invoice.
Interest	The following fields display when you select Interest in Section Order: Interest Heading — Enter the label to display on the invoice as the section heading above interest detail. BTD Section — Select the Billed-to-Date expense label (Fee, Labor, Consultant, Expense, Unit, Add-on, Tax, Retainage Interest) where Vision will display current, previous, and year-to-date interest amounts in the Billed-to-Date section of the invoice.
Outstanding A/R	The following fields display when you select Outstanding A/R in Section Order: AR Heading — Enter the label to display on the invoice as the section heading above outstanding accounts receivable detail. Number Label — Enter the label to display above the invoice numbers. Date Label — Enter the label to display above the invoice dates. Balance Label — Enter the label to display above the amount yet to be collected for the invoice. Retainage Label — Enter the label to display above retainage amounts for each invoice. Now Due Label — Enter the label to display above the amount due as of the current billing (balance plus retainage). AR Total — Enter the label to precede the total amount of accounts receivable still outstanding for the project. AR Total Now Due — Enter the label to precede the total amount of accounts receivable currently due (AR Total plus retainage).
Billed-to-date	Billed-to-date sections that display on the invoice, such as Fee or Labor, depend on what has been billed for the project. The following fields display when you select Billed-to-date in Section Order: BTD Heading — Enter the label to display on the invoice as the section heading above billed-to-date detail. Current Label — Enter the label to display above current invoice billed-to-date totals for each billed-to-date section. Prior Label — Enter the label to display above the sum of all prior invoice billed-to-date totals for each billed-to-date section. Total Label — Enter the label to display above the total (sum of prior and current) invoice billed-to-date totals for each billed-to-date section. Billed-to-Date Total — Enter the label to precede total project billed-to-date amounts displayed in the Current, Prior, and Total columns. Received Label — Enter the label to precede the total receipts to date amounts displayed in the Current, Prior, and Total columns. A/R Balance Label — Enter the label to precede the balance of accounts receivable, displayed in the Current, Prior, and Total columns. Summarize billed-to-date on a single line — Select this check box to display totals only in the Billed-to-Date section of the invoice, rather than display amounts broken out by section. Fee — Enter the label to display above the fee numbers. Labor — Enter the label to display above the labor numbers. Consultant — Enter the label to display above the consultant numbers. Expense — Enter the label to display above the expense numbers. Unit — Enter the label to display above the unit numbers. Add-On — Enter the label to display above the add-on numbers. Tax — Enter the label to display above the tax numbers. Interest — Enter the label to display above the interest numbers.