Pre-Invoices Tab of Default Billing Terms

Use this tab to enter default billing terms for pre-invoices if you use pre-invoices in Vision.

This tab displays only if the Pre-Invoices feature is enabled for the active company on the Miscellaneous tab in Configuration > Billing > General.

Contents

Field	Description
Pre-Invoice Note	Enter the text that you want to display in the Note column of the Pre-Invoice section of a pre-invoice, pre-invoice cancellation invoice, or regular invoice that is associated with pre-invoices.
Pre-Invoice Template	From the drop-down list, select the template to use for pre-invoices. The drop-down list for this field includes default templates provided by Deltek and invoice templates that you create with the Invoice Template Editor. The Deltek-provided Default template prefills in this field. Typically, rather than using the Default template, you would create your own pre-invoice template in Billing > Invoice Template Editor. Your template then also displays in the drop-down list in this field. You create invoice templates to use for pre-invoices that are different from your regular invoice templates. Each displays the appropriate, different "Invoice" or "Pre-Invoice" labels. If your firm sets up Record Level View access for invoice templates, you may be limited to only those templates selected by your Vision administrator. Record Level View settings are on the Record Access tab in Configuration > Security > Roles.
Cancellation Template	From the drop-down list, select the template to use for pre-invoice cancellations. You cancel pre-invoices in Invoices on File in Billing. The drop-down list for this field includes default templates provided by Deltek and invoice templates that you create with the Invoice Template Editor. The Deltek-provided Default template prefills in this field. Typically, rather than using the Default template, you would create your own pre-invoice cancellation template in Billing > Invoice Template Editor. Your template then also displays in the drop-down list in this field. If your firm sets up Record Level View access for invoice templates, you may be limited to only those templates selected by your Vision administrator. Record Level View settings are on the Record Access tab in Configuration > Security > Roles.