Enable or Disable Pre-Invoice Processing for a Project
Enable pre-invoice processing on the Pre-Invoice tab of Billing Terms.
The
Process Pre-Invoices check box on the Pre-Invoice tab in Billing Terms acts as a toggle to enable and disable pre-invoice processing in Interactive Billing and Batch Billing for a
project.
You enable pre-invoice processing for a project when you want to create a pre-invoice for the project. After you create the pre-invoice, you disable pre-invoice processing so that Interactive Billing and Batch Billing revert to creating regular (draft or final) invoices.
To enable or disable pre-invoice processing for a project:
- From the Navigation menu, click .
- On the Billing Terms form, use the Project lookup in the Search field to select a project.
-
On the Pre-Invoice tab, select the
Process Pre-Invoice check box.
When the check box is selected:
- Interactive Billing and Batch Billing produce pre-invoices instead of regular invoices for a project.
- Only the General, Fees, Misc, and Pre-Invoice tabs in Billing Terms are enabled and apply to pre-invoices.
- After you create a pre-invoice in Interactive Billing or Batch Billing, return to the Pre-Invoices tab in Billing Terms for a project, and clear the Process Pre-Invoice check box.