Pre-Invoices Setup and Configuration

Before you can create and process pre-invoices and their associated cash receipts, you must complete some setup and configuration.

Setup and Configuration	Location in Vision
Turn on the Pre-Invoices feature for a company and then enter a pre-invoice receipt offset account (typically a liability account) to use for cash receipts for pre-invoices.	Configuration > Billing > General > Miscellaneous tab
Create invoice templates for pre-invoices and pre-invoice cancellations. This includes selecting labels and options for the Pre-Invoice section of the invoice templates.	Billing > Invoice Template Editor > All tabs
Select options and labels for the Pre-invoice section of the regular invoice for projects that use pre-invoices.	Billing > Invoice Template Editor > Section tab
Specify the following pre-invoice information for a project: Pre-invoice and cancellation invoice templates to use. Pre-Invoice note to display in the Note column of the Pre-Invoice section of an invoice. Phase and task (WBS2 and WBS3) for cash receipts that are posted to pre-invoices (if you use phases/tasks).	Billing > Billing Terms > Pre-Invoice tab