How Vision Determines the Phase Terms to Use When Rolling Up Phase Detail on the Invoice

Vision uses a specific hierarchy to determine the phase terms to use when rolling up phase detail on a project's invoices.

  1. If Phase Terms is not selected on the Sub-Level Terms tab at the project level, Vision uses the project level terms for rollup.
  2. If Phase Terms is selected, Vision uses the terms of the first phase in the series that it matches when generating the invoice.
  3. If no phase in the series has terms specified, Vision uses the project’s terms.
  4. If the project does not have terms specified and it is part of a billing group, Vision uses the terms for the main project.
  5. If the main project of the billing group does not have terms defined, the following occurs:
    • If you are generating draft invoices, Vision uses the reporting default terms when generating draft invoices, if Use Default Terms for Draft Invoices is selected on the Batch Billing form.
    • If you are generating final invoices, Vision does not print the phase information on the final invoice.
Parent Topic: Phase or Task (Sub-Level) Billing Terms