Pre-Bill report versus Preview

Subscription

Projects Costing & Billing
User type

Business user with admin privileges

Construction Manager

Project Manager
Permissions

Generate Invoices

  • Run: allows users to generate a Pre-Bill report

  • Edit and delete: allows the Project Manager user type to add, change, or delete only their own draft project invoices. The Business user with admin privileges and Construction Manager user types can edit invoices created by other user types.

From the Generate Invoices page, a business user can review billable items before generating invoices by either creating the Pre-Bill Report for multiple projects, or previewing an invoice for a single customer or project.

Option User type Description

Pre-Bill report

Business users and project managers

Displays billable items and totals for multiple projects or multiple customers at once in a single report. Refine the Pre-Bill report with the options on the Filters tab and Display options tab on the Generate Invoices page.

You can export or print the Pre-Bill report. You can’t change options or generate invoices from the Pre-Bill report. To do so, click Start Over or Cancel to return to the Generate Invoices page.

Preview

Business users and project managers

Displays one invoice at a time, either for a single customer or project (or parent project). Select a customer or project first before previewing.

You can:

  • Change options, such as the transaction date or due date.
  • Deselect a line item from the invoice, or change the billing amount.
  • Generate the invoice you’re previewing.