Billing Setup Overview

Before you use Vision Billing, you must choose settings and provide information that Vision uses on a firm-wide basis for all projects for which you generate invoices. You can override most of this setup information on a project-by-project basis.

If you use the Multicompany feature, you must configure Billing for each company. On the Vision Navigation menu, click Utilities > Change Company, and select the next company for which you want to select billing configuration options.