Preview an Invoice

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

If you use the Multicompany feature and intercompany invoices exist for the current client and are on file, you can preview and print those intercompany invoices from the Invoice 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, complete the following steps:

1. On the Invoice Review form, select a client record. Vision lists billing information for the client's projects in the Aged Accounts Receivable grid.
2. Use the Invoice Selection Filter options to indicate the status and time period for which you want to review invoices, and click Refresh Invoice List.
3. If your firm is working on more than one project for the client, select a project in the Aged Accounts Receivable grid (click the row selector for the project row).
4. On the Aged Accounts Receivable grid, click View Detail.
5. On the Invoice Details dialog box, select the invoice and click Preview Invoice. Vision displays the invoice on the Preview window so that 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.