Editing Invoices Outside of Vision

You can edit invoices in a third-party application, such as Microsoft Word, and then upload the edited invoices to Vision.

When you upload a file, Vision saves a copy of the document on the Vision application server and associates the edited invoice with the project in Interactive Billing.

When you open the project with the associated invoice from the Interactive Billing form, an Edited Invoice on File link will appear next to the Invoice field on the General tab if an edited invoice exists. Click this link to open the associated invoice in the appropriate third-party software program. Each time you edit the invoice in the third-party software, you must use the upload feature again to update this link, and ensure that it opens the most recent copy of your document.

You can also preview an edited invoice from the Invoice Approvals form or Interactive Approvals form, as well as from the Interactive Billing form.

Important Information About Uploading an Edited Invoice

• You must belong to a role with the proper access rights to edit and/or upload invoices.

• Remember that although you can upload the edited invoice to link this file to your Vision billing records, any changes to amounts or calculations that you have made to the invoice in a third-party software program will not be recorded in Vision. If you change amounts in your document outside of Vision and you want the amounts to be updated in Vision, make any necessary changes on the Invoice Accept dialog box in Interactive Billing during the last steps of accepting an invoice.

• Before you export the invoice to a third-party tool, see if the functionality offered in Billing Configuration, Billing Terms, or the Invoice Template Editor can meet your needs.