Print Draft Invoices in Batch Billing Before You Submit Them for Approval

If you use the Invoice Approval feature, for invoices that require approval, you can print draft invoices in Batch Billing to review them before you submit the invoices for approval.

To edit any of the invoices before you submit them for approval, you must use Interactive Billing.

To print a batch of draft invoices that have not yet been submitted for approval, complete the following steps:

1. From the Vision Navigation menu, click Billing > Batch Billing.
2. Click Tools > Options to open the Billing Session Options dialog box.
3. Select options for the batch, such as the period start and end dates, and click OK.
4. On the Main tab of the Batch Billing form, select the following options to ensure that only projects that require approval are included in the batch:
   • Draft Run in the Run Type field drop-down list
   • Include Only Projects with approvals enabled option in the Projects Selection section
5. Make sure that the following check boxes are cleared on the Main tab:
   • Submit invoices for Projects with approvals enabled
   • Do not print when generating invoices
6. In the Select Specific Projects field, use the Project Lookup to select the projects that you want to include in the draft run.
7. Enter a description for the run in the Run Description field, and make any other appropriate selections on the Main tab.
8. Click one of the following toolbar options on the Batch Billing form:

   Option	Description
   Run	Use this option to print the batch of draft invoices immediately. A dialog box indicates the number of projects processed and the number of invoices generated.
   Schedule	Use this option to schedule the invoices to be printed automatically at a future time.