View invoice details

You can view a list of individual invoices generated for a single client in real time, and multiple invoices generated for multiple clients generated offline in a summary process.

Subscription

Projects Costing & Billing
User type

Business

Construction Manager

Project Manager
Permissions

Generate Sales Invoices

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

  • Add: allows users to create an invoice

    The Project Manager user type can create draft invoices only. The Business and Construction Manager user types can create and post invoices.

  • 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.

View an invoice

  1. Go to Projects > All > Invoices > View.
  2. Find the invoice in the list and select More actions > View at the end of the row .
  1. Go to Projects > All > Invoices > View .
  2. Select View next to the invoice.

View details for an invoice

From the Invoice Run page you can view complete details about this invoice run. A check mark in the Offline column indicates a summary of invoices that were run offline.

  1. Go to Projects > All > Invoices > View runs.
  2. Find the invoice run in the list and select More actions > View at the end of the row .
  3. Drill down into entries with active links for more detail:
    • Select a Document Number entry to display an Invoice Information page. From this page, you can view more details or print out the invoice. Click Done to return to the Invoice Run details page.
    • Select the Date entry to display a Timesheet details page. From this page you can view more details, and edit, duplicate, or print out the timesheet. Click Done to return to the Invoice Run details page.
  4. Select Done to return to the list of invoice runs.
  1. Go to Projects > All > Invoices > View runs.
  2. Select View next to the invoice run.
    From the Invoice Run page you can view complete details about this invoice run.
  3. Drill down into entries with active links for more detail:
    • Select a Document Number entry to display an Invoice Information page. From this page, you can view more details or print out the invoice. Click Done to return to the Invoice Run details page.
    • Select the Date entry to display a Timesheet details page. From this page you can view more details, and edit, duplicate, or print out the timesheet. Click Done to return to the Invoice Run details page.
  4. Select Done to return to the list of invoice runs.