Invoice Selection Tab of Invoice Template Editor

Use the Invoice Selection tab to select an invoice so that you can preview your invoice settings.

Contents

Field Description
Project Select the project whose invoice that you want to use to preview the current invoice template by entering the full name in the Search field to perform a project lookup. Use the Project Lookup to search for and select the project whose invoice you want to use to preview the current invoice template. Only projects that have processed invoices (draft or final) are available on the lookup.
Invoice Vision displays all accepted invoices and all draft invoices (those previewed in Interactive Billing or run as a draft run through Batch Billing) that are associated with the selected project.
Invoice Date Vision displays the invoice date, as specified in the Billing Session Options form when the associated invoice was accepted.