View, Print, or Download Final Billing Invoices and Credit Memos in Files Administration

You can view, print, or download the PDF file (or the uploaded file type) of final billing invoices and credit memos saved to the FileStream database in the Files Administration utility.

Prerequisite: You must have the Store PDF of Final Invoice option set to Yes in the Global Billing Options section in Settings > Billing > Options in the browser application.

To view final billing invoices and credit memos in Files Administration:

1. In the Navigation pane, select Utilities > Files Administration.
2. In the Search Criteria field, set the Application option to Billing - Final Invoices.
3. To refine the results in the Files grid, complete one or more of the following actions:
   • Use the Date Range fields to define the date range to search.
   • Use the User field to search for the user who final accepted the invoice or credit memo.
   • Enter keywords from the file's name in the Search Text field.
   • Set the Application option to Interactive Billing - Supporting Documents to retrieve only supporting documents for invoices.
4. Click Search.
   The Files grid updates to list all documents that match the specified criteria.
5. Click the hyperlink in the File Name column to open an invoice or credit memo PDF file and view, print, or download it.