Viewing an existing bill for a client

Last modified 08:04, 24 Apr 2017

Overview

Invoices that have been raised and posted for a client or assignment are listed in the Full Billing History area of the Bills tab. From here you can run a Draft Internal Bill Report of the selected invoice and view the invoice in Word.

View an invoice

  1. Open the Client page or Assignment page for the client or assignment against whom the invoice was posted.

NOTE

If you want to view an invoice created at the client level you will need to open the Client page. If you want to view an invoice raised at the assignment level, you can do this through the Client page or Assignment page.
  1. Click the Bills tab.

  2. In the Full Billing History area, select the invoice you want to view.

  3. Click the Preview button Preview Bill button.
    The invoice is displayed in Microsoft Word.

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