Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Preview an Invoice

If you created an invoice in Billing, you can preview the invoice from the AR Review form. You can only preview invoices for which an invoice is on file.

If you use multiple companies and intercompany invoices exist for the current client and are on file, you can preview and print those intercompany invoices from the AR Review form. If the projects that you use for intercompany invoices do not have clients, use the Project Review form to preview and print those intercompany invoices.

To preview an invoice:

  1. In the Navigation pane, select Hubs > Firms > AR Review.
  2. At the top of the AR Review form, enter either a complete or partial name or number in the Find client lookup field to find and select the client for which you want to preview an invoice on file.
    Billing information for the client's projects displays in the Accounts Receivable grid.
  3. If your enterprise is working on more than one project for the client, select a project in the Accounts Receivable grid.
  4. On the grid toolbar, click to open the Invoice Summary dialog box.
  5. Select the invoice and click to display an image of the invoice.
    The invoice displays on the Preview window and you can review its contents.
After you preview the invoice, you can print the invoice report, attach it to an email message, download it, or schedule it to run at another time.