Invoice Options Dialog Box of Intercompany Billing

Use the Invoice Options dialog box to select intercompany invoice options, such as the period dates, invoice number, and invoice template. This dialog box is available only if you use detailed subledgers.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Intercompany Billing.
2. Click Invoice Options on the toolbar.

Contents

Field	Description
Invoice Date	Select the invoice date that Vision should use for invoices you generate during this Intercompany Billing session. To change the date, enter a date or click and select a new date. If Vision is configured to require that transaction dates fall within the current fiscal year or current fiscal period, the transaction date that you enter on the Posting Information tab of Intercompany Billing is the default invoice date. You can change that date in this field as long as the new invoice date falls within the current fiscal year or current fiscal period.
Period Start Date	Enter a new accounting period start dateor click and select a new date. The accounting period start and end dates display on the professional services line of the intercompany invoice(s) generated during the current Intercompany Billing run.
Period End Date	You can enter a new accounting period end date or click and select a new date. The accounting period start and end dates display on the professional services line of the intercompany invoice(s) generated during the current Intercompany Billing run.
Next Invoice Number	This field displays the next invoice number to be used by Vision when generating a final invoice through Intercompany Billing. Vision increases this number by 1 for each new invoice accepted. You can change this number.
Invoice Template Override	Vision prints or previews invoices listed in the Intercompany Invoices on File grid using the invoice templates shown for them in the Invoice Template column of the grid. Those templates are assigned on the Subledger Terms tab of the Intercompany Billing Setup form. (None in the Invoice Template column indicates that you have not selected a default template. In that case, Vision uses its default invoice format.) To use another template instead of the default templates, select that template from the drop-down list for this field. When you select an invoice template, Vision assigns that template to all invoices listed in the Intercompany Invoices on File grid.