Contents of the Pre-Invoices Lookup Dialog Box

Use this dialog box to select a pre–invoice that is associated with a project of a transaction line item.

Use the search bar at the top to enter a pre–invoice number, or click to filter by project, client or date.

Contents

Field	Description
Pre–Invoice	This field displays the pre–invoice number associated with the project. Select the check box for the pre–invoice you want to select.
Date	This field displays the date that the pre–invoice was created.
Note	This field displays the text entered in the Pre–Invoice Notes field in Hubs > Projects > Billing Terms.
Client	This field displays the name of the billing client that the pre-invoice was posted with.
Project	This field displays the name of the project associated with the transaction line item.
Phase	This field displays the name of the phase associated with the transaction line item.
Task	This field displays the name of the task associated with the transaction line item.
Amount	This field displays the amount billed for the invoice section.
Balance	This field displays the amount that is unpaid and remains to be collected.
Currency	If you use multiple currencies in Vantagepoint, this field displays the transaction currency for the invoice.