Previewing Client Invoices from a Client Invoice Base

You can preview client invoices from a Client Invoice base.

To preview a client invoice

1. Ensure you have the Preview Client Invoice column added to your Client Invoice Base.
2. Click Preview in the Preview Client Invoice column of the invoice you want to preview.

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 to refresh the billing review history list with any changes including new rows added, changes made in existing rows, or date/time changes.

6. Click (Customize) and choose the columns you want to appear in the billing review table.
7. 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.

8. 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.
9. When finished, select a billing review stage, enter a due date if needed, and click Save.