Create an Invoice Template for Pre-Invoices

Create a pre-invoice template in Invoice Template Editor.

These instructions also apply for creating pre-invoice cancellation templates.

To create an invoice template for pre-invoices or pre-invoice cancellations:

1. From the Vision Navigation menu, click Billing > Invoice Template Editor.
2. On the toolbar of the Invoice Template Editor form, click New and then click New Invoice Template.
3. On the General tab, enter a name for the invoice template in the Template Name field.
4. Complete the information on all tabs of the form as appropriate for pre-invoices.
   • On the General tab, the following items specifically apply for pre-invoices:
     • In the Label field in the Invoice Block section, enter the label to precede the pre-invoice number on the pre-invoice, such as Pre-Invoice Number:
     • Clear the Show Invoice Box check box to remove the word "Invoice" bordered with a box at the top left of the invoice.
   • On the Totals tab, enter the label for the pre-invoice totals such as Total this Pre-Invoice in the Invoice Total Label field.
   • On the Sections tab, select Pre-Invoice in the Section Order box, and then complete the information for the Section Labels/Options section for the Pre-Invoice section.
5. Use the Move Up and Move Down buttons below the Section Order box to place the sections of the pre-invoice template in the Section Order box in the order that you want them to appear on a pre-invoice.
6. Click Save.

You specify the default pre-invoice and cancellation templates for a project on the Pre-Invoice tab in Billing Terms.