Use Billing Terms to Generate Unbilled Reports Without Generating Invoices

You can use labor, expense, consultant, or unit billing terms to create the Unbilled Detail and Aging Report or the Unbilled Summary Report, without having these terms affect invoices.

To use billing terms for the Unbilled or Unbilled Summary report, but not on invoices, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Billing Terms.
  2. On the Billing Terms form, click the Labor tab or the Exp/Con/Unit tab, depending on which billing terms you want to use for the Unbilled or Unbilled Summary report.
  3. Select the Use for Project Reporting Default Terms Only option. Select this option from the appropriate tab(s) and area(s). For example, to use labor and expense terms, select the option on the Labor tab and in the Expense Terms area on the Exp/Con/Unit tab.
  4. Click Save.
  5. From the Vision Navigation menu, click Reporting > Billing to access Billing reports.
  6. Click the Options column in the Unbilled Detail and Aging or Unbilled Summary line, and select Unbilled Detail and Aging report options or Unbilled Summary report options.
  7. On the Options tab, select Use Project Reporting Default Terms Only.
  8. Click Save.
  9. Run the Unbilled Detail and Aging Report or the Unbilled Summary Report.