Preview an Invoice Template

Before you apply an invoice template to billing projects, you can preview the invoice labels and layout.

To preview invoice template settings with real project data, you select a saved (draft) or accepted (final) invoice to preview. When you preview an invoice, you do not actually generate an invoice. The data used to preview the invoice template is the data that was in place when the final invoice was accepted, or the last time that the draft invoice settings were previewed and saved in Interactive Billing or Batch Billing.

To preview an invoice template, complete the following steps:

1. From the Vision Navigation menu, click Billing > Invoice Template Editor.
2. On the Invoice Template Editor form, open the template.
3. Click the Invoice Selection tab.
4. Use the Search field to display the Project Lookup and select the project whose invoice you want to preview.

   After you select the project, the invoices available for that project display below the Project field.

5. Click the invoice that you want to preview.

   Draft invoices display with the label <Draft> in the Invoice field. Accepted invoices display with the invoice number in the Invoice field.

6. Click Preview Template on the toolbar.

   Vision displays the invoice that you selected in a new browser window, formatted using the selected invoice template settings. On the preview page, you can print or download the report, or send the report by email.