Miscellaneous Billing Terms

The miscellaneous billing terms include a number of billing options, including tax, limit, and retainage options.

They also include revenue accounts to override the default revenue accounts entered in Configuration > Billing > General.

Enter miscellaneous billing terms on the Misc tab of the Billing Terms form.

Related Topics:

  • Billing (Upset) Limit Methods
    For each project, phase, or task, you can specify billing limit terms, also called upset limit terms. An upset limit is a maximum amount above which Vision cannot bill.
  • Billing (Upset) Limit Examples
    Four billing (upset) limit methods are available from the Limit Method field on the Misc tab of the Billing Terms form. An upset limit is a maximum amount above which Vision cannot bill.
Parent Topic: Billing Terms Overview