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View Annotations for a Draft Billing Invoice for a Final Accepted Invoice in Interactive Billing

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 use billing invoice approvals and 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 in Interactive Billing.

A draft invoice PDF with all the annotations and comments that were entered before the draft invoice was final accepted invoice is available to view after you final accept the invoice using Accept under the Accept action in Interactive Billing or 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 draft invoices for past final, accepted invoices in Draft Invoice Approvals on the Invoice History tab.

To view only the comments that were entered when a draft invoice was submitted, approved, or rejected, see the following help topic View Comments for a Draft Billing Invoice for a final Accepted Invoice in Reporting.

To view a draft invoice with annotations and comments 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 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.