View Pre-Invoices
Use these steps to view pre-invoices on a job.
Invoice History Tab
The Invoice History tab shows all the invoices printed on this job.
- Go to
- Note the pre-invoice state as:
- Pending Payment — The pre-invoice is printed, but no payment has been reconciled.
- Cancelled — This pre-invoice is no longer needed and is cancelled.
Note: Pre-invoices cannot be credited, like an invoice on account can. Instead, they must be cancelled.
- Payment Received — A payment has been reconciled against this pre-invoice.
Note: Once the pre-invoice is in a Payment Received state, it then behaves like an invoice on account.
Pre-Invoice Events Sub-Tab
Pre-invoices have Pre-Invoice Events tab which shows the history of actions on the pre-invoice.
- Go to
- View the status of the pre-invoice in the event Type field, such as:
- New Invoice — Shows a new invoice pending payment.
- Manual Cancellation – Shows that a pre-invoice is cancelled via the Cancel Pre-Invoice action.
- Automatic Cancellation – Shows that the pre-invoice is cancelled automatically when a T&M invoice is printed.
- Cancellation Reversed – Shows that a pre-invoice cancellation is reversed.
- Cancellation Reported – Shows indication that notice of this pre-invoice cancellation was included in the T&M invoice print-out.
Pre-Invoices Sub-Tab
This sub-tab is relevant to the Create T&M Invoice with Pending Pre-Invoices procedure. After you approve a T&M draft, this sub-tab appears if the T&M draft affects any pre-invoices.
This tab is also relevant when you undo cancellation via Credit Memo. Once you approve a credit memo, this tab show which pre-invoices will be un-cancelled.
Note: This tab only shows if there are relevant actions on the pre-invoice, such as a pre-invoice cancellation.
- Go to
- On the Pre-Invoices sub-tab, view the lines for the relevant pre-invoices.