Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Print Draft Invoices in Batch Billing Before You Submit Them for Approval

If you use the Invoice Approval feature, for invoices that require approval, you can print draft invoices in Batch Billing to review them before you submit the invoices for approval.

To edit any of the invoices before you submit them for approval, you must use Interactive Billing.

To print a batch of draft invoices that have not yet been submitted for approval:

  1. In the Navigation pane, select Billing > Batch Billing.
  2. On the Billing Session Options dialog box, select options for the batch, such as the invoice date and the bill-through date or period for the transactions to bill, and click OK.
  3. On the Invoice Creation tab of the Batch Billing form, in the Run Type section, specify a description for the run and select Draft as the run type.
  4. In the Project Selection section, complete the following:
    • Under Include, select Only Projects with Approvals Enabled.
    • In the Project Selection field, select the projects that you want to include in the draft run.
  5. Make any other appropriate selections on the Invoice Creation tab.
  6. On the actions bar of the Batch Billing form, click Create Invoices.
  7. On the Schedule dialog box, complete the information to print the draft invoices now or schedule them to print automatically at a future time, and click Schedule.