Define Reporting Default Billing Terms for Overhead Projects

You can define default reporting billing terms specifically for your overhead projects.

To define default reporting billing terms for overhead projects., complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Billing > Reporting Default Terms.
  2. On the Reporting Default Billing Terms form, use the scroll buttons to access the Overhead Projects record.

    This record is the second record available; Regular Projects is the first record.

  3. On the Reporting Default Billing Terms form, complete the default reporting billing terms information.
  4. Click Save.