Reviewing invoices from the Client Invoices window

About billing review

These instructions apply only to invoices that are based on a standard invoice format or on a custom design created with the Client Invoice Designer.

To review an invoice from the Client Invoices window:

1. From the Manage menu, click Client Invoices.
2. Select the invoice you want to review, and open the Client Invoice Preview window by doing one of the following:

• Click the Edit button. When finished in the edit window, click the Preview button.
• Click the Preview button.

3. Click the Show Review History button. The Billing Review History window provides a chronological record of the billing review stages for an invoice.

4. To filter by one stage, use the Show Stage field to select the stage you want to appear in the billing review table.
5. Click (Customize) and choose the columns you want to appear in the billing review table.
6. Review the preceding rows in the table to see what earlier reviewers found. You can do the following:

• Change the due date, attachments, contact, notes, or billing review stage of any preceding row except the auto-generated Pre-review and Final stages. Your name and the date will appear in the modification columns.
• Delete a row if you are the author or the administrator.

7. Review the invoice, and in the next row of the table, enter notes related to your review. You can also add attachments and select a contact, if available.
8. When finished, select a billing review stage, enter a due date if needed, and click Save.

See also

Reviewing invoices from the Project Command Center