Learn More About...
If you are new to the Pre-Invoices feature, you may want to review related conceptual information about configuration settings, workflows, general ledger entries, and more.
Related Topics:
- Pre-Invoice Setup and Configuration
Before you can create and process pre-invoices and their associated cash receipts, complete these setup steps for each company in your enterprise. - Pre-Invoices Workflow
After you turn on and configure the Pre-Invoices feature, you are ready to create pre-invoices and enter cash receipts and regular final invoices for them. - Creating Pre-Invoices
Create pre-invoices in Interactive Billing or Batch Billing. - Canceling Pre-Invoices
Only the unpaid portion of a pre-invoice can be canceled. - Taxes and Pre-Invoices
Pre-Invoices and their associated regular invoices can include tax amounts. - Regular Invoices for
Projects with Pre-Invoices
A regular invoice (draft or final) for projects that use pre-invoices should have a Pre-Invoice section that includes information about related pre-invoices. - Paid Pre-Invoices Applied to a Regular Invoice
After you apply a cash receipt to a pre-invoice, the fee portion of the paid pre-invoice is applied automatically to the next, regular (draft or final) invoice that you create for the project. - When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
You should not produce a regular draft or final invoice with an amount that is less than the fee amount of the paid pre-invoices to be applied to the regular invoice. - General Ledger Entries for a Regular Invoice with Pre-Invoices
When you post a final, regular invoice that has paid pre-invoices applied to it, DPS reverses the credit to the pre-invoice receipt offset account. - Voided Regular Invoices and Pre-Invoices
If a final invoice is voided, the cancellation of the unpaid pre-invoice amount is not reversed.
Parent Topic: Pre-Invoices