Print Invoices or Invoice Reports Automatically (Batch Billing)

You can print invoices and reports automatically in the Batch Billing application.

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.

To print invoices and reports automatically, complete the following steps:

1. From the Vision Navigation menu, click Billing > Batch Billing.
2. Click Tools > Options to open the Billing Session Options dialog box.
3. Select options, such as the period start and end date to print on invoices, and click OK.
4. On the Main tab of the Batch Billing form, ensure that the option Do not print when generating invoices is cleared (not selected).
5. Define additional criteria for creating and formatting invoices for the batch billing run on the Main tab.
6. Continue with the steps for generating draft or final bills, such as updating fees.
7. Click Run to initiate the process. When you click Run, Vision automatically prints the invoices (and the Batch Invoice List and/or Unbilled Detail Reports if you selected either option on the Main tab of the Batch Billing form) to the printer that you specified on the Billing Sessions Options dialog box.