Deltek Vantagepoint Help

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View Past Draft Billing Invoices with Annotations in Interactive Billing

Viewing past draft invoices and their annotations may be helpful before you prepare and submit a draft invoice for a new invoice.

Draft invoice PDFs are available to view after an invoice is final accepted using Accept under the Accept action in Interactive Billing.

The PDF shows all the annotations and comments that were made to the draft invoice PDF on the Draft Preview tabs in Draft Invoice Approvals in the Projects hub and in Interactive Billing during the approval process, before the invoice was final accepted. You cannot change existing annotations and comments or add new ones.

You can also view the draft invoice PDF in Draft Invoice Approvals on the Invoice History tab.

To view a past draft invoice for a final, accepted invoice in Interactive Billing:

  1. In the Navigation pane, select Billing > Interactive Billing.
  2. On the Interactive Billing form, select the project whose draft invoice you want to view.
  3. Click the Invoice History tab.
  4. In the grid on the tab, find the final, accepted invoice whose draft you want to view, and click the icon in the Draft Invoice field for the invoice.
  5. View the draft invoice PDF that displays in the PDF dialog box.