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View Annotations for Draft Billing Invoices for a Final Accepted Invoice in Draft Invoice Approvals

Viewing all the annotations and comments added to a draft invoice before it was final accepted can be helpful as you prepare and submit the next draft invoice for a project.

This topic applies if you have Use Markup for Draft Invoices set to Yes in Settings > Billing > Options. With this setting turned on, approvers and billers can mark up a draft invoice PDF with annotations and comments on the Draft Preview tab in Draft Invoice Approvals in the Projects hub or Interactive Billing.

Draft invoice PDFs for final, accepted invoices are available to view after you final accept an invoice using Accept under the Accept action in Interactive Billing or after you complete a final run type in Batch Billing.

You cannot change existing annotations and comments, or add new ones, on past draft invoices.

You can also view the draft invoice PDF In Interactive Billing on the Invoice History tab.

To view a draft invoice with annotations and comments for a final accepted invoice in Draft Invoice Approvals:

  1. In the Navigation pane, select Hubs > Projects > Draft Invoice Approvals.
  2. On the Draft Invoice Approvals form, select the project with a draft invoice that you want to view.
  3. Click the Invoice History tab.
  4. In the grid on the tab, find the final accepted invoice with a draft that you want to view, and click in the Draft Invoice field for the invoice.
  5. On the PDF viewer dialog box, view the draft invoice PDF with annotations and comments entered directly on it.
    The PDF shows all the annotations and comments that were made to the draft invoice on the Draft Preview tab in Draft Invoice Approvals in the Projects hub and in Interactive Billing during the approval process, before the invoice was final accepted. The annotations and comments are added to the first draft that was created for the invoice. The annotation and comments include all the annotations and comments stored in individual revision PDF files that you view from the Revision dialog box from the Draft Preview tab in Draft Invoice Approvals in the Projects hub. You cannot change existing annotations and comments or add new ones. The individual revision PDF files that you view from the Revision dialog box in Draft Invoice Approvals are deleted when an invoice is accepted.