VISION: Billing - Invoice Setup

In this article we will provide a brief guide of the options available for invoicing through the Vision application.

• Invoice Format
• Billing Address
• Other Billing Information
• Services, Purchase Order Number, Payment Terms

Invoice Format

Customer Master:  Format Tab

• Invoice format is generated from the Customer Master.
• The invoice format can be changed without calculating again.
• Billing Cycle:  Frequency of invoicing
• Billing Detail & Invoice Format:  Determines data arrangement on the invoice. 

See Invoice Examples document for further explanation.

• Invoice Summary:  One line summary

Consolidate Location:  Combines all locations on one invoice.

Billing Address

Customer Master:  Billing Address Tab

• Address and Contact print on the invoice.
• Billing Notes, if entered, will print on every invoice for this customer.
  
  

Location Master:  Billing Info. Tab

• Addresses entered here override the Customer Master: Billing Address Tab 
• Enter info here only if not consolidating locations and either a different billing name and/or address is needed by Location. 

Important Note:

 The B-Name field will automatically be populated with the Location Name. Therefore, it must be removed if it is not needed.

Other Billing Information

Sales Tax

Location Master:  Location Tab

• Sales Tax is entered at each Location on this tab.

Services, Purchase Order Number, Payment Terms

Location Master:  Billing Info Tab

• Services, PO No, and Term information is entered by location.