Print or Preview a Draft Invoice Before You Accept It

You can print or preview a draft invoice before you accept it in Interactive Billing.

If you use Pre-Invoices in Vision, make sure the Process Pre-Invoices check box on the Pre-Invoice tab in Billing Terms for a project is cleared before you complete these steps. If not, you will print or preview a draft pre-invoice instead of a regular invoice.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

To print or preview a draft invoice:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the appropriate project.
3. On the toolbar, click Invoice > Preview or Invoice > Print. Vision uses the billing terms and transaction details from the Labor, Expenses, and Units tabs of the Interactive Billing form to produce the invoice.

   If you preview the invoice, you can then print it, or download it to a file, or send it as an attachment on an email message.