Invoice Selection Tab of Invoice Template Editor

Use the Invoice Selection tab to select an existing invoice to use to preview and test the current invoice template.

Contents

Field Description
Project Use the Project lookup to 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 in the lookup.
Invoice Select the invoice to use to preview the current invoice template. The invoices in this list include all accepted invoices and all draft invoices (those previewed in Interactive Billing or run as a draft run through Batch Billing) for the project. Pre-invoices are not included.
Invoice Date This field displays the invoice date of the invoice (as specified in the Billing Session Options form when the invoice was accepted).