Unit Billings and Cost Rates on Bills and Reports

To bill clients for a unit and have it displayed on the invoice as a unit, you must enter a billing rate in Billing Terms Setup. In addition, billing terms must exist for the project to which the unit is billed.

The billing rate tells Vision to include the unit on invoices (for any project that uses the unit table) in the units section of the invoice. To display the unit on the invoice, you must select the appropriate options in the Unit Billing Terms section on the Exp/Con/Unit tab of Billing Terms Setup.

For Vision to cost the item to projects and the general ledger as a unit, you must enter a cost per unit rate.

The unit charges to the bill take place at the time of posting. Unit charges cannot be corrected via Interactive Billing. If the unit table was incorrect at the time of posting, you must use Unit Transaction entry to reverse the posting and then correct the unit table and post the units again.