Upload an Edited Invoice

After you save an invoice in a third-party format, such as Microsoft Word, and made changes to that invoice, you can then upload the edited file back into Vision.

To upload an edited invoice, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. Select options on the Billing Session Options dialog box and click OK.
3. Open the project for which you want to upload an edited invoice.  
4. Optional. Deltek recommends that you run the Assign Invoice Number utility to instruct Vision to reserve an invoice number.

   If you don't reserve the invoice number now, do it before you upload and accept the final invoice. If you do not manually assign an invoice number, Vision automatically assigns the next available invoice number when you accept the invoice.

5. Edit the invoice in a third-party application. If you selected the Print Assigned Invoice Number option on the General tab of the Billing Setup form, the invoice number is automatically added in the upper right of the invoice when you open the invoice in the third-party application. If you did not select this option, you must manually enter the invoice number that was assigned by Vision using the Assign Invoice Number utility in the previous step.
6. Click Upload.
7. On the Upload Edited Invoice dialog box, click Browse and browse to the edited invoice file.
8. Select the file and click Open.
9. Click OK.

You must upload an edited invoice each time that you make a change in the third-party software program you are using to edit the invoice. Uploading the document updates the Edited Invoice on File link on the General tab of Interactive Billing, ensuring that the link opens the most recent version of your document.

Postrequisite: After you upload the edited invoice, you must accept the final invoice in Interactive Billing. See Accept the Final Invoice in Interactive Billing for details.